New Enhancements to Aegon’s Client Reporting Tool Marks First Anniversary

Aegon enhances client reporting tool with new features for advisers

Aegon has introduced new features to its client reporting tool as part of a drive to strengthen the support it offers financial advisers. The upgrades coincide with the first anniversary of its ‘Product reporting’ service, which was developed to help advisers track key metrics and enhance client interactions within the Aegon Retirement Choices (ARC) and One Retirement platforms. Over the past year, Aegon has rolled out 12 enhancements to the too…

Aegon enhances client reporting tool – Mortgage Strategy

Aegon has marked the first anniversary of its client reporting tool, ‘Product reporting’, with a series of strategic enhancements designed to further bolster adviser capabilities and client engagement. The upgrades, applied to the Aegon Retirement Choices (ARC) and One Retirement platforms, coincide with the findings…The post Aegon enhances client reporting tool appeared first on Mortgage Strategy.

Aegon upgrades adviser reporting tool

Aegon has marked the first anniversary of its client reporting tool, 'Product reporting', with a series of strategic enhancements designed to further bolster adviser capabilities and client engagement. The upgrades, applied to the Aegon Retirement Choices (ARC) and One Retirement platforms, coincide with the findings… The post Aegon upgrades adviser reporting tool appeared first on Money Marketing.

New enhancements to Aegon’s client reporting tool marks first anniversary