Combining streamlined online services with easy-to-use tools and reporting, our platform works with your business – simplifying administration and putting you firmly in control.  Plus, we don't need a signature for our key online transactions (including new business, withdrawals and trading).

Portfolio planning tools

We’ve designed our core online portfolio planning tools to make it easier to advise your clients:

  • Research Centre – browse and compare the funds on offer, see fund charges and objectives and monitor performance.
  • Capital gains tax (CGT) tool – gives you the information you need to manage your clients’ CGT liabilities.
  • Portfolio scan – a product level tool enabling you to see how the investments in your client’s portfolios work together. Plus, it gives you tailored reporting so you can see the asset mix, performance and holdings.
  • Report Zone – benefit from valuable and efficient management reporting that helps you identify opportunities, keep track of business and demonstrate the value of your advice.

Fast, accurate processing

Straight-through processing for applications and transactions on a mobile-responsive platform reduces the potential for errors and gives you and your clients a swift and seamless service.  
The Aegon Platform allows you to perform key tasks completely online, including:

  •  Submitting single contributions, regular contributions and re-registrations for both ISA and GIA and transfers in for an ISA. 
  • Submitting new single contributions, regular contributions and transfers for the Aegon SIPP. 
  • GIA to ISA switch (individual clients only. 
  • Generating client reports. 
  • Topping up existing GIA and ISA – single contributions, re-registrations and ISA transfer. 
  • Switching funds for existing GIA or ISA and Aegon SIPP. 
  • Managing charges – ongoing adviser charge, ad hoc adviser charge and service charge. 
  • Model portfolio management (including ad hoc individual and bulk rebalancing).
  • Managing and setting up single and regular contributions for new and existing ISAs and GIAs.
  • ISA and GIA re-registrations, making it easier to consolidate.

Client reporting

The Aegon Platform provide all the support you need to keep clients up to date with their investment progress, including: 

  • a clear and intuitive customer dashboard to provide your clients with online access to their latest valuations and transaction history. You also have the option to extend the use of the customer dashboard to allow clients to also trade online. 
  • quarterly statements and yearly tax vouchers, which we provide by post and online. 
  • personalised illustrations when a client wants to arrange a new product or increase contributions to an existing one. 

You can also use the Aegon Platform to: 

  • Prepare, edit and issue client reports tailored to your specific requirements and preferences. 
  • Generate both detailed and summary portfolio analysis using online tools such as portfolio scan. You can print these as PDF documents, ready for your clients.  

Expertise by your side

Your support team

We have a comprehensive support team, including Regional Account Managers, Platform Consultants, Tax and Trust Manager, Pensions Technical and our  Customer Service team. So, no matter the nature of the enquiry, or where you are in the country, we have experts on hand for when you and your clients need us.

Online support

To make it easy for you to get the answers you need first time we’ve categorised your most common queries into topics. So, whether you need step-by-step visual instructions, a quick refresher of an online process or our signatureless forms, you can find the answers you need quickly and easily on our support page.

Platform updates

We’re continually developing and improving our platform, making it even easier for you do to business.