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Supporting you with due diligence

To support you with your platform selection and ongoing due diligence requirements, we have a suite of literature about our platform in one place, which you can use within your reports. This is based around the nine FCA-prescribed topics for due diligence, and we have addressed the questions we are most frequently asked by advisers and independent due diligence providers. Statistics that compare our platform against others are sourced using information from independent due diligence tools.

Detailed factsheets are available for our most frequently-used financial planning tools, which explain the methodology behind them and can reassure you of their reliability as part of your financial planning process.

Whether you are new to Old Mutual Wealth’s platform, or are carrying out a platform due diligence review, all you need is contained within the following documents:

If there is a question you would like to ask that is not covered in this material, please email it to duediligencequestion@omwealth.com.

Financial Adviser Verification