Getting the most from your clients’ assets

Our Portfolio Bonds offer access to an extensive range of assets:

  • any external collective investment funds, unit trusts and UK authorised investment trusts
  • most investment trusts and exchange-traded funds
  • bank deposits
  • structured deposits and funds.

To research, select, build and maintain these assets in a portfolio that match your clients’ goals, you need the right tools for the job.

Investment tools

Wealth Interactive will make portfolio construction and investment management easier for you. A comprehensive range of investment tools, offering instant access to in-depth information will help you give clients a rich insight into recommended assets. For example, you will have direct access to fund research information and reports from independent international data supplier, Morningstar.

Asset research – Our comprehensive asset research capabilities use financial data provided by Morningstar, a trusted independent leader in the market.

Dealing – The dealing process is as quick, easy and as intuitive as possible. Bulk dealing is also available.

Risk profiling and asset allocation tools – Wealth Interactive will give you access to the risk profiling and asset allocation tool which has been used for a number of years by Old Mutual International, developed in association with leading actuarial consultancy Towers Watson.

Portfolio building and linking policies to portfolios – Our comprehensive portfolio building tool helps you  build a portfolio, either by using the optimised asset allocations provided by Old Mutual International or by creating your own asset allocations. If your client appoints you as their Fund Adviser, you can link the portfolio to their bond. When you make changes to the portfolios this will submit deal instructions on the bonds linked to the portfolio.

Portfolio and Fund X-Ray reporting – Morningstar's X-Ray tool analyses your client’s portfolio of investment holdings, enabling you to give your clients a detailed report on their assets.

Financial Adviser Verification

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