Aegon has introduced new features to its client reporting tool as part of a drive to strengthen the support it offers financial advisers.
The upgrades coincide with the first anniversary of its ‘Product reporting’ service, which was developed to help advisers track key metrics and enhance client interactions within the Aegon Retirement Choices (ARC) and One Retirement platforms.
Over the past year, Aegon has rolled out 12 enhancements to the tool, expanding its analytics and customisation options.
The latest improvements are designed to reflect the changing needs of advisers and their clients in a dynamic market environment.
Among the new features is the introduction of money-weighted and time-weighted return metrics, giving advisers a deeper view of product performance to support more detailed discussions with clients.
Enhanced customisation now allows reports to be personalised with client names and tailored commentary, while a new investment breakdown section provides greater transparency on the funds and models in which clients are invested.
Stephen Crosbie, managing director – adviser platform at Aegon, said: “We recognise how critical it is for our platform to align with what advisers are looking for in today’s ever-changing environment.
“This understanding drives our efforts, and celebrating one year of ‘Product reporting’ highlights our commitment to adapting to market dynamics while meeting adviser needs, as reflected in our recent findings with NextWealth.
“Our ongoing enhancements are a clear testament to Aegon’s pursuit of excellence. We’re focused on continuously improving our platform, not just for efficiency, but also to empower advisers to engage in insightful, personalised conversations with their clients.
“These meaningful interactions are essential in helping them meet Consumer Duty expectations, which are increasingly vital in today’s complex financial landscape.”
