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Aegon updates its financial adviser tool with new features to better communicate client investments.
Aegon has updated its 'Product Reporting' tool for financial advisers, adding new features like advanced return metrics, enhanced customization, and investment breakdowns.
These improvements align with a recent report highlighting the importance of data in growing financial advice firms.
The upgrades aim to help advisers better understand and communicate client investments, following Aegon's commitment to excellence and meeting consumer expectations.
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Aegon actualiza su herramienta para asesores financieros con nuevas características para comunicar mejor las inversiones de los clientes.