Selectapension

[john.gartland]

Integrator overview

We are pleased to share the news that a new third party integration is now available for Xplan users. 

This is a standard integration which means that it was built by the third party to connect to your Xplan site via the standard integration template.  Iress does not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.

Integration Summary

Selectapension provides market leading pension and investment planning tools and services for financial advisers in the UK.

Software type: Advice, Pension modelling

Locale(s):  UK

Contact details for integrator: hello@selectapension.com

Website for integrator: https://www.selectapension.com/

Description provided by the integrator: 

Selectapension provides market leading pension and investment planning software and services for
financial advisers in the UK.
Founded in 2004, Selectapension’s innovative pension and investment planning system provides highly detailed analysis reports, comparing 100’s of products and 1000’s of funds – now including over 100 different MPS Providers. With over 60 Providers to be used from the accrual to at-retirement stages of the planning cycle. Our 3,000+ customers are Financial Advisers, Paraplanners, Banks, Providers, Pension Transfer Bureaus, Actuaries, Scheme Trustees, and other Pension Professionals.

What software does Selectapension offer?

• Pension and Investment Switching including Consolidation
• New Pension and Investment Projections
• Cashflow & Drawdown Strategies (including Stress testing and Shortfall)
• Portfolio Comparison & Fund Research
• Defined Benefit TVAS and APTA/Suitability

Selectapension’s features and functionality

• Easy to use software, with a straightforward, logical format.
• All of market - Select from over 100 MPS options or the Morningstar Fund Universe.
• Accessible from any device through any web browser.
• Allows you to create customised, easy to understand, client facing reports.
• Stores client reports which support your compliance and regulatory requirements.
• Cashflow - Shortfall, Stress testing and Multiple incomes in retirement.
• Cost illustration of the delay in making proper provision for income at retirement.
• Fund factsheets and X-Ray from Morningstar.
• With Profits and Company Profile reports from AKG.
• Our reports are available in PDF and Word formats.
• Report Writing Service for occasional or bulk reports

Setup instructions

Integrations are a connecting doorway between two systems and you will need to enable these from both the Iress Xplan and the Third Party integrator side before they can be used.

In Xplan: 

This integration follows the Standard Integration pattern:

• If you manage your own site: You can enable the integration yourself using this guide. Note that this must be undertaken by your site administrator.   
• If you are part of a network or dealer group: Please refer to your organisation’s support team who will undertake this on your behalf.
• If you outsource your site administration to Iress:  This integration may already have been enabled as per the Integrations available via Iress Open (Xplan and Private Wealth) terms of your managed service agreement. Please contact your Iress Account Manager who will be able to confirm or raise the necessary request to progress this on your behalf.

Link Button

You can create a link to the Selectapension website from your Xplan client navigation. This will require system Administration capabilities. Please see the user guide attached below. If you are on a Managed Site this link has already been established. Website to be used in the link is : www.selectapension.com

In your third party integrator software: 

The Third Party has supplied the setup guide Below.  Please contact them using the contact details above for more information.

Useful Documentation: