• Back office integration – making the connections

    We integrate with some of the most popular back office systems, so you can use Online services without having to spend time keying in data from one system to another.

     

    Back office integration makes it quicker and easier for you to do business with us. And it frees up more of your time to spend on the things that really count - like speaking to your clients and growing your business.

     

  • Setting up your back office system

    1. You must be registered to use Online services.
    2. If you haven't already, sign and return our terms of business form.
    3. Accept our online terms and conditions by clicking the button below for back office use.
    4. Once registered, type your Phoenix Wealth username and password into your back office system.

    After following these steps, you should be ready to start viewing your client's valuations through your chosen back office provider, saving you time and effort.

  • Man-polo-neck

    Register for Online services

    To set up your back office system, you must be registered to use online services. If you're not already registered, why not sign up today?

    Register here