Find everything you need in one place
With Wealth Interactive, everything you need to manage your Old Mutual International clients is stored in one place. You can access information, records and documents, quickly and easily, secure in the knowledge that they’re all up to date.
The system is client-centric, so once your client has been created, you can then access and use the details whenever you want.
For example, you could carry out a risk assessment, request an illustration or apply for a new policy. Each client’s Wealth Interactive generated documents are attached to this record, so you only have to search once to find what you need. If a client has a query, you can refer to specific documents or view valuations without needing to contact us.
Customise your own dashboard
To make life even easier, you can create your own customised dashboard, so you have immediate access to the information you need most frequently – or the information that is most important to you and your business – such as pipeline business or total assets under management.
The system is extremely flexible, so you can change what you see on your dashboard whenever you want to.
Plus a range of market leading services
Wealth Interactive also brings you all of these online facilities:
- online dealing for clients and Fund Advisers
- online personal illustrations that you can use to start new applications without re-keying
- financial goal planning
- risk profiling
- a wealth of fund research information and reports from independent international data supplier Morningstar