FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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Wealth Interactive training hub

Wealth Interactive is a powerful wealth management system, designed to help save you time and manage your clients investments easily and efficiently.

To help you get the most out of Wealth Interactive, we have produced a series of User Guides and video tutorials which provide step by step instructions.

User Guides

Document thumbnailServicing your clients on Wealth Interactive

 

Use this guide to learn how to perform the following tasks: 

  • Create and update policy information
  • Produce policy valuations
  • Manage your client’s investments
  • Change charge deduction assets (manage fees)
  • Amend regular withdrawals

Document thumbnailCreate quick illustrations for your clients

Use this guide to learn how to create useful illustrations with limited client information. 

This process is particularly useful when when illustrations are required for use with new clients. 

Document thumbnailSet up a new client on Wealth Interactive

Use this guide to assist you in setting up a new client profile on Wealth Interactive.

Document thumbnailSet up a new investment on Wealth Interactive

This guide is designed for Advisers who wish to add new investments to client profiles that are already on Wealth Interactive.

Document thumbnailTop-up an existing investment using Wealth Interactive

Use this guide to learn how you can top-up and add more to your client's invesmtent portfolio with Wealth Interactive.

Document thumbnailManaging your firm's administration on Wealth Interactive

Use this guide to learn how to perform the following tasks: 

  • How to create a new user
  • How to amend user access
  • How to assign policies to a new adviser
  • How to view remuneration statements

 

Video tutorials

 

Adviser registration

 

Firm Admin

 

Policy Management

Adviser Homepage

 

Illustrations

 

Dealing

Financial Adviser Verification

The content of this site is for advisers only. It is not for the use of Hong Kong advisers. You can change the regional content by selecting a region from the drop down box in the top right-hand corner.