FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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WHAT IS WEALTH INTERACTIVE?

Wealth Interactive is our end-to-end wealth management system.

It is the most efficient way for you to transact business with Old Mutual International. It speeds up processing, improves efficiency with online validation, and helps you to collaborate with your clients in a way that best suits you - putting you in control.

Find out more in this short video »

HOW WILL WEALTH INTERACTIVE BENEFIT ME?

It will save you time and help you build even stronger relationships with your clients by:

  • reducing the time you spend on administration and paperwork
  • speeding up client servicing and issuing business
  • giving instant audit trails
  • validating inputs - reducing errors and omissions
  • providing a comprehensive range of investment tools, with instant access to in-depth information.

Plus it's available around the clock, which means you can access information and initiate transactions even outside our normal office hours.

THROUGH WEALTH INTERACTIVE, YOU CAN:

 

  • submit new business and top-up applications
  • place individual or bulk deals online
  • request withdrawals on behalf of your clients
  • send transactions to clients for approval
  • check and print current or historic policy valuations
  • view transaction histories
  • conduct asset research and use our risk profiling tool
  • access your correspondence library and download policy documents.

 

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