Aegon has upgraded its product reporting tool, used by advisers to process client interactions within its Aegon Retirement Choices (ARC) and One Retirement platforms.
This is the twelfth enhancement to this product reporting tool since it was launched a year ago. The latest upgrade offers advanced return metrics, enhanced customisation and an investment breakdown option.
These enhancements align with findings from the recent NextWealth and Aegon report: “Organic growth for financial advice firms: A practical guide”.
This highlights the importance of tracking the right metrics to surface valuable insights on existing clients. High-performing firms embed data at the heart of their operations, using it to refine processes, empower teams, and build long-term, scalable value.
Stephen Crosbie, managing Director of Aegon’s adviser platform says: ”We recognise how critical it is for our platform to align with what advisers are looking for in today’s ever-changing environment.
“We’re focused on continuously improving our platform, not just for efficiency, but also to empower advisers to engage in insightful, personalised conversations with clients. These meaningful interactions are essential in helping them meet Consumer Duty expectations, which are increasingly vital in today’s complex financial landscape.”
