Selector is a unique web-based tool that taps into OBSR’s vast investment and product research database. It provides advisers with the ability to select suitable investments from our Rated universe that match a client’s attitude to risk and asset allocation as well as their product needs.
Selector is evolving to keep pace with the increasing complexities of investment advice and regulation. It enables advisers to access our independent investment research on specific funds, profile funds by type and even construct portfolios.
Whether advising clients on protection or insured products, fund or wrap platforms, or even SIPPs – Selector can support an adviser’s recommendations and be tailored to reflect different business models. In addition, all searches and recommendations can be stored to ensure that compliance and consistency issues are taken care of. Selector is totally secure and easy to use.