Using panels to restrict recommendations to a pre-approved list of providers is an easy way to ensure efficient, consistent and compliant advice. But when you are starting from the whole of the market, how do you ensure that the providers on your panels offer the best products and propositions in the market? Researching them all in great detail to compare and select providers is a lengthy process.
Let our team of experts work with you, and guide you through the selection process. Leveraging our comprehensive data and broad industry expertise, we can help you define the criteria for selection, and create a panel for funds, platforms or products. As well as helping you with the initial selection, we can also help you with reviews of the criteria on an ongoing basis.
If you license Engage, we can then show you how to implement your panels in our solution, including how to manage and distribute them on an ongoing basis using panel manager.
To find out more about how we can help you deliver efficient advice with panels either call us on 0808 1000 804 or complete the form below.