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Tools and support

We recognise that offering a leading online platform means more than just giving you the technology to manage your clients’ investments, so we have a comprehensive range of support and financial planning tools designed to add value to your business.

Supporting you and your clients

We’re committed to providing real, practical day-to-day support to help you prosper. It’s why we give each adviser firm a personal support model including a dedicated Wealth Management Consultant, online training through our E-Business Specialists, and access to leading technical specialists in pensions, investments (onshore and offshore), and protection.

Financial planning tools

Whether it’s tax planning, client reporting, risk profiling or income planning assistance you require, our online platform offers a wide range of tools to help power your financial planning, including:

U-ScanOur portfolio and account analysis tool that is accessed by advisers to run over 40,000 reports each month – helping to make client reporting easier and more efficient.

Wealth Select Managed Portfolio Service (MPS)The MPS reporting tool takes the headache out of producing and sending investment reports to your clients. They have been market tested to ensure they provide easy to understand, relevant information to the investor.

Capital Gains Tax (CGT)Our powerful capital gains reporting tool reduces the time you spend on tax planning.

To see a full list of the tools available to help you and your business please see our Business Tools webpage.

For guides on how to use the tools and functionality on the platform extranet, please see our platform user guides webpage.

For factsheets on our most widely used tools, please visit our due diligence webpage.

Where we use the term ‘platform’, this means Old Mutual Wealth’s UK technology platform, which hosts collective investments and ISAs as well as bonds and pension products. The FCA’s platform rules will not apply to the bond and pension products.

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