IFA service company Adviser Breakthrough Solution is offering its pension performance review software package to the adviser market.
The firm claims it “will be responsible for the biggest change ever to hit the financial services industry”.
The software package is designed to help advisers identify which clients’ portfolios need changing and selects funds for them based on their attitude to risk.
The Southampton company claims this can mean that three or four days analysis work can be carried out in three hours.
ABS founder Paul Cadde says: “I have an almost 100 per cent success rate with the pension performance review because clients are fed up with being ripped off and want to know somebody is looking after their pension properly.”
ABS charges advisers £47 plus VAT for a two-hour software training session.
These seminars are running weekly until June 14 and are being held at locations across the country, including Oxford, Bristol, Guildford, Birmingham and Manchester.