This training guide focuses on the features of the three platform tools: fund research centre, portfolio scan and the capital gains tax tool.
The Aegon Platform’s tools have been designed to make it easier for you to advise your clients and spot potential advice opportunities.
In order to get you to the right place, we need to find out a bit more about you.
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If you require access to our institutional website, select Institutional here.
If you require access to institutional material select Institutional here.