The Old Mutual Wealth Investment Platform is a high quality, award winning platform providing dependable, robust, trading and financial planning capabilities, that empowers advisers to deliver first class, holistic financial planning to their customers in one easy to use location.
The platform offers a comprehensive range of products and trusts, from our Gold Star rated Collective Retirement Account, the most versatile pension in the market with nine ways of withdrawing funds, to our new flexible Lifestyle Trust, offering the ability to tailor the timing and the entitlements in the future if your clients’ circumstances change. Along with our fully integrated end to end investment process, including risk profiling, asset allocation and tax management tools, it helps you deliver robust and repeatable advice to your customers.
We also offer a wide range of investment solutions to meet your clients’ needs. So, whether you are looking for freedom of choice or expert guidance, cost efficiency or flexibility, we have the solutions you need to drive the right client outcome.
Like to know more?
You can view a demo and find out more information about the tools and services available via the platform using the links on the left hand side of this page. Alternatively you can speak to one of our consultants by contacting us here, and we will be happy to assist you.