Aegon has launched a client reporting tool for advisers as part of its plans to improve the overall user experience of its platform.
Advisers using Aegon’s Retirement Choice and One Retirement platform can now access detailed summaries of their clients’ products and performance over a period they select.
The product reporting tool is available from the client summary and includes features such as having the ability to generate graphical representations across all products.
This includes product valuations, money in and out along with the option to customise date ranges.
Advisers can also see a breakdown of key product data including opening and closing value, return for all products or selected products, income received from any income-generating investments as well as any charges, where applicable.
Stephen Crosbie, managing director of retail at Aegon, said: “The launch of product reporting is a clear demonstration of our commitment to continually improve our platform.
"Aegon’s new user experience enables us to elevate our platform's digital capability for advisers and serves as a strong foundation for future advancements.
“As we strive to become the market-leading digital platform provider, Aegon is determined to provide financial advisers with solutions that streamline their processes and enhance their ability to serve their clients effectively, delivering good consumer duty outcomes.
"The introduction of product reporting marks another significant milestone in our journey to achieving this goal."
Aegon said it is continually evolving product reporting and will be delivering developments to the tool on a phased basis.
alina.khan@ft.com
