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Our online services

Old Mutual Wealth’s online services for advisers enable you to access information on your clients’ accounts and service them quickly and efficiently. Our market-leading financial planning tools are integrated into the websites to make it even easier to do business with us.

Below is a summary of the services available through Old Mutual Wealth’s online platform and AdviserView.

Old Mutual Wealth’s platform

  • A ‘dashboard’ of all funds under management and accounts registered under your company/name*
  • New business and top-up applications and illustrations
  • Pre-populated forms
  • Activity tracking and configurable alerts
  • Current and backdated account valuations
  • Transaction history
  • Account information
  • Amend your adviser servicing fee and set up an ad hoc fee**
  • Copies of documentation sent to your client
  • Single and bulk switching and redirections, at account or fund level
  • MI reporting
  • Fund research tool
  • Portfolio planning tool
  • Risk profiling tool
  • UScan fund and portfolio analysis tool
  • Capital Gains Reporting tool for use with the Collective Investment Account
  • Retirement Income Explorer tool, for modelling client’s income in retirement
  • View remuneration statements*
  • Change your password or email address

*This is dependent on your level of access.
** This requires your client’s explicit consent.

AdviserView

  • A ‘dashboard’ of all funds under management and accounts registered under your company/name*
  • Pre-populated forms
  • Current and backdated account valuations
  • Transaction history
  • Account information
  • Single and bulk switching and redirections, at account or fund level
  • Fund research tool
  • Portfolio planning tool
  • Risk profiling tool
  • UScan fund and portfolio analysis tool

We can provide a range of training and support designed to help you use our online services to their full potential. Discover more about our ‘Online Training and Support’.

Financial Adviser Verification