SelectaPension

Name: SelectaPension
Brand: SelectaPension

Selectapension.com We offer "All of market" research for Pensions, Investments and Cashflow to Financial advisers.

Est 2004|8 Ref Customers

LinkedIn 860|Website|FTEs 23|HQ Crowborough, England, GB

MarketsFinancial Planning & Wealth Advice Software

01Competitive Landscape

| Aspect | SelectaPension | Defaqto Engage | O&M Systems / O&M Profiler (Iress) | |--------|---------------|----------------|-----------------------------------| | Starting Price | Not publicly listed (demo/quote-driven in surfaced pages) | Not publicly listed (sales-led) | Not confirmed in sources reviewed | | Best For | UK advisers needing pension/investment switching & consolidation analysis and FCA-aligned reporting, with additional cashflow/DB transfer modules | Firms wanting a broad product/platform research ecosystem and integrated planning tools | Firms wanting established pension switching / consolidation reporting workflows; historically a large user base (legacy) | | Key Strength | Specialist switching/consolidation reporting; Morningstar integration for fund/portfolio insights; Intelliflo integration | Broad research coverage and integrated workflow ecosystem | Longstanding presence in UK adviser software; switching/consolidation capabilities | | Key Weakness | Limited independent review presence; limited public security and pricing transparency | Pricing transparency limited; may be complex to implement/configure | Legacy UX/process risk; product direction depends on Iress roadmap | - Direct competitors and differentiators (evidence-based where possible) - SelectaPension vs Intelliflo: Intelliflo references SelectaPension as an integrated specialist tool for switching and cashflow rather than a CRM replacement. - SelectaPension vs Defaqto Engage: Defaqto Engage focuses on product research and broader planning workflows; SelectaPension focuses on pension switching and comparison outputs. - SelectaPension vs O&M Systems: O&M historically provided pension switching tools and now sits within Iress, which may influence roadmap and enterprise procurement artifacts. - Pricing comparison: value proposition vs alternatives - One competitor publishes public pricing and positions itself with a bundled module approach; SelectaPension and several UK competitors are quote-driven in the materials reviewed. - Customer testimonials comparing products - No direct vendor-provided comparisons with named competitors were found in accessible sources. Vendor testimonials include general statements about value compared to alternatives but without specifics. - Market share and adoption trends - No robust market-share data or up-to-date adoption metrics were located in the accessible sources. Third-party company databases list competitors but should not be treated as authoritative without verification.

01Competitive Landscape

Aspect	SelectaPension	Defaqto Engage	O&M Systems / O&M Profiler (Iress)
Starting Price	Not publicly listed (demo/quote-driven in surfaced pages)	Not publicly listed (sales-led)	Not confirmed in sources reviewed
Best For	UK advisers needing pension/investment switching & consolidation analysis and FCA-aligned reporting, with additional cashflow/DB transfer modules	Firms wanting a broad product/platform research ecosystem and integrated planning tools	Firms wanting established pension switching / consolidation reporting workflows; historically a large user base (legacy)
Key Strength	Specialist switching/consolidation reporting; Morningstar integration for fund/portfolio insights; Intelliflo integration	Broad research coverage and integrated workflow ecosystem	Longstanding presence in UK adviser software; switching/consolidation capabilities
Key Weakness	Limited independent review presence; limited public security and pricing transparency	Pricing transparency limited; may be complex to implement/configure	Legacy UX/process risk; product direction depends on Iress roadmap

Direct competitors and differentiators (evidence-based where possible)
- SelectaPension vs Intelliflo: Intelliflo references SelectaPension as an integrated specialist tool for switching and cashflow rather than a CRM replacement.
- SelectaPension vs Defaqto Engage: Defaqto Engage focuses on product research and broader planning workflows; SelectaPension focuses on pension switching and comparison outputs.
- SelectaPension vs O&M Systems: O&M historically provided pension switching tools and now sits within Iress, which may influence roadmap and enterprise procurement artifacts.
Pricing comparison: value proposition vs alternatives
- One competitor publishes public pricing and positions itself with a bundled module approach; SelectaPension and several UK competitors are quote-driven in the materials reviewed.
Customer testimonials comparing products
- No direct vendor-provided comparisons with named competitors were found in accessible sources. Vendor testimonials include general statements about value compared to alternatives but without specifics.
Market share and adoption trends
- No robust market-share data or up-to-date adoption metrics were located in the accessible sources. Third-party company databases list competitors but should not be treated as authoritative without verification.

Aspect

SelectaPension

Defaqto Engage

O&M Systems / O&M Profiler (Iress)

Starting Price

Not publicly listed (demo/quote-driven in surfaced pages)

Not publicly listed (sales-led)

Not confirmed in sources reviewed

Best For

UK advisers needing pension/investment switching & consolidation analysis and FCA-aligned reporting, with additional cashflow/DB transfer modules

Firms wanting a broad product/platform research ecosystem and integrated planning tools

Firms wanting established pension switching / consolidation reporting workflows; historically a large user base (legacy)

Key Strength

Specialist switching/consolidation reporting; Morningstar integration for fund/portfolio insights; Intelliflo integration

Broad research coverage and integrated workflow ecosystem

Longstanding presence in UK adviser software; switching/consolidation capabilities

Key Weakness

Limited independent review presence; limited public security and pricing transparency

Pricing transparency limited; may be complex to implement/configure

Legacy UX/process risk; product direction depends on Iress roadmap