Wealth Interactive speeds up the process of servicing your clients' policies.
As soon as you log into a client's records you can access all of their Old Mutual International Portfolio Bonds so you won’t have to conduct long searches to ensure you have all of the relevant information.
Wealth Interactive - Policy Management
The legal and regulatory details shown at the end of this video have been updated since the video was created.
Please click here to view the most recent legal and regulatory details.