Wealth Interactive will give clients the online access and functionality they expect today. It will:
- bring them closer to their wealth
- reinforce your recommendation of us as a provider
- further enhance their relationship with you, thanks to the seamless communication between the client and adviser extranets.
Existing Portfolio Bond clients
If you have clients who already have an Old Mutual International - International Portfolio Bond, we will be writing to them over the coming weeks to:
- inform them that they will be moved onto Wealth Interactive
- introduce them to the benefits of the service.
We will, of course, share any client communications with you ahead of them being issued.
> Find out more about the benefits of Wealth Interactive for your clients