Selector is a unique, proprietary web-based tool that enables advisers to access our in-depth investment and product research for client recommendations on protection, insured products, funds, wrap platforms and SIPPs.

This easy to use system helps advisers match funds and products to each client's needs and risk profile.  It does so by understanding how funds are managed rather than relying on past performance.  It also takes into a account the product features that are appropriate for each client.  It is therefore a useful tool to help advisers comply with the Treating Customers Fairly regulation.

Please click on one of the links below to watch the Selector demonstration videos.

Module 1 - OBSR Methodolgy

Module 2 - Selector Process

Module 3 - How Selector Works

Module 4 - Selector Demonstration

For a free trial or to register for Selector please click here.