All of the following tools are available on the Platform’s brand new User Interface and are completely independent so can show no bias towards a Scottish Widows Platform solution.
EVPro provides a full suitability and capacity for loss solutions as well as considering drawdown and annuity options. Together, these modules leading ultimately to automated financial planning for you and your clients.
Our EVPro solution offers a suite of modules to help you effectively manage your clients’ finances. These modules include:
Talk to your Business Development Manager regarding options for accessing this tool.
Our integration with FE fundinfo provides you with access to a Whole of Market fund range for analysis, Portfolio Scan functionality, a Fund Charting Tool, alongside all the latest Fund Literature hosted on HTML technology. Platform fund selections can be exported into FE fundinfo to negate the need for the rekeying of data.
The new Charting Tool also enables users to research up to 10 funds at anytime against a wide range of indices and sectors and report across varying time periods. The tool is hugely flexible and ensures that research parameters can be amended at any point without having to start the comparison work again.
The integrated CGT tool enables you to calculate the realised capital gains and losses that your clients have incurred on the Scottish Widows Platform. It can also help you to scenario plan via ‘What If’ transactional capability as well as enabling you to correct Platform data where anomalies exist.
The Capital Gains Report will detail a summary position, at client-level, per taxable (GIA) Sub-Account. The report shows:
To access the tools you will need to be a registered user of the Scottish Widows Platform.
Our proposition is designed to help you deliver the services your clients are looking for. Whether they are looking for simple savings through an ISA or a personal pension with full drawdown capability, our products and features will help them into and through retirement.