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AdviserView user guides

AdviserView is the online service you can use to transact business with Old Mutual Wealth Life Assurance Limited. It administers Protect life and critical illness cover, Personal Pension Series 6, our Buyout Bond, and the ‘heritage’ products that are now closed to new business.

  • Valuations Software

    This guide details how to search and view valuations, look at unit statements for all policies and generate valuation reports for clients.

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  • Switch funds

    This guide provides support information on how to switch current funds and redirect future regular payments on an individual or bulk basis.

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  • Research funds

    A detailed guide to help you understand how to compare and filter funds, create customised fund tables and generate performance and analysis reports.

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  • Build portfolios

    A detailed guide to help you build portfolios, complete risk questionnaires and build portfolios with suggested asset allocations on AdviserView.

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  • Manage portfolios

    This guide demonstrates how to edit and maintain your bespoke portfolios as well as how to link investments to a portfolio.

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  • AdviserView and your back-office software

    This guide provides support information for how to link your chosen back-office software with AdviserView.

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  • Obtaining client lists by fund in Adviser View

    This guide explains how to view and download a list of clients invested in a fund.

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Financial Adviser Verification