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We integrate with some of the most popular back office systems, so you can use online services to access total policy valuations, fund holdings and prices 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.
Back office integration is currently unavailable for Trustee Investment Plans.
Once you've completed the steps above, log into your own back office system using your Phoenix Wealth username and password and you should be able to view your clients' policy values, holdings and unit prices.