Platform Tools & Client Reporting - Scottish Widows Platform

Our aim is to be the best-connected platform, combining powerful tools and reporting with seamless integrations to the key systems you use every day.

Find our more below about what’s available to you after you log into the platform.

EVPro solutions

The EVPro solutions, accessible through our platform, offer comprehensive suitability and capacity for loss tools. They enable you to explore drawdown and annuity options for clients approaching retirement.

Our EVPro solution comprises several modules designed to efficiently manage your clients’ finances.

These modules include:

Risk – a client risk profiling solution, including various psychometric, behavioural and knowledge-based questions.
Invest – a comprehensive analysis of your clients’ existing investments allowing you to create investment solutions consistent with your clients’ financial objectives and risk appetite.
Goal – easily create and communicate cash flow plans covering all stages of life including pre, at and post retirement.
Solver – adds more value to the Invest and Goal modules by providing additional problem-solving capabilities.
Investment and Retirement Planner Quick Tools.

Talk to your Business Development Manager regarding options for accessing this tool.

EVPro solutions tool interface shown on laptop, tablet and phone screens

Integrated platform tools

You’ll need to log into the Platform to access these tools. Any third-party tools are available to download from our Platform’s app store.

FE Fund Centre

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.

Close up of an client report screen through the Scottish Widows platform

Client reporting

This brand new, integrated report enables you to construct a tailored report for your clients at either the account or product level.

Available sections include an introduction, account details, a snap-shot summary, valuations, performance, investment insights, and transaction details.

Oxford Risk Investor Compass

This integrated investment suitability software tool helps you match clients to tailored investment solutions. Comprising assessments that can be used to produce a suitability report, these look at financial circumstances and risk capacity, preferences for responsible investing and investment knowledge and experience.

Platform users can link their Investor Compass licence with their existing Platform credentials, allowing client’s details to be seamlessly pulled into the tool, reducing rekeying and data errors.

View Oxford Risk Investor Compass video (external link).

Close up of desktop screen displaying the Scottish Widows Platform tools page

Capital gains tax tool

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:

Capital gains summary
Unrealised gains and losses
Account holdings summary

Offshore income gains
Relevant securities transactions – list of historical purchases

Acquisition costs showing as zero
Missing transfer in costs

ATEB Suitability

This integration gives you access to an application that helps you to produce simple yet comprehensive suitability reports to help streamline your advice process.

Users can link their ATEB licence with their Platform credentials, allowing a Platform client’s details to be seamlessly pulled into a suitability report, reducing re-keying time and potential errors.

View ATEB setup guide.

A user’s hand interacts with a tablet displaying a digital interface for tax tools and app integration, highlighting 'Voyant Connector UK'

Voyant AdviserGo

This integrated wealth management tool helps you turn complex calculations into dynamic, visual client conversations. Building a plan, that shows clients how they build wealth and manage income and modelling various scenarios and events.

Platform users can link to the application through their user interface, giving seamless access to their client data, which they can import directly into the tool.

An existing Voyant license and login is needed for access.