
17/08/2025
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 of the recent “Organic growth for financial advice firms: A practical guide” report, which Aegon produced in partnership with NextWealth.
The report found that while over three-quarters of advisers are seeking to grow their assets under advice, only a small number have a defined strategy. It also highlighted that high-performing firms are increasingly using data to refine operations, empower teams, and build scalable value.
Aegon’s latest improvements aim to address this need by providing advisers with more valuable metrics and customisation options.
Aegon has marked the first anniversary of its client reporting tool, ‘Product reporting’, with a series of strategic enhancements designed