FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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Wealth Interactive training hub

Wealth Interactive is Old Mutual International's 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 in-depth user guides and video tutorials which provide step-by-step instructions on how to conduct and complete a number of tasks on the system.

Setting up and managing users

User set up

Setting up and managing users

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Submitting new business and top ups

Submit new business

Submitting new business and top ups

View user guides
Servicing your clients policies

Servicing clients

Servicing your clients' policies

View user guides
Setting up and managing users

Dealing

Submitting deals on Wealth Interactive

View user guides
Making Withrawals

Withdrawals

Making withdrawals through Wealth Interactive

View user guides
Conducting asset reviews

Asset Reviews

Conducting asset reviews

View user guides
Financial planning tools

Tools

Financial planning tools

View user guides

Financial Adviser Verification