The content of this site is aimed at financial advisers only.
Click here for the customer site.
Switch/redirect pension funds quicker, get adviser charge statements up to a week early, view policy values, transaction history and more.
Find out what you can do online and see our quick demo videos to help you make the most out of this service.
Find all you
need to discuss and prepare investment strategies for your clients, including fund prices, factsheets, performance and ratings.
With our online services package, create/save your own basket of funds to compare and track over time as well as run more in-depth reports.
Get your clients' latest policy value, fund holdings and prices straight through to your own back office system.
As long as you use one of the systems we integrate with, you can save time keying in data from one system to another.
It's easy to register across all these tools. All you need to do is:
For back office integration, there are some additional steps. Please take a look
We're happy to help you make the most of our online tools. Let us know if we can assist with any registration, navigation or general queries.
Lines are open between 9am and 5pm, Monday to Friday.
We sometimes record telephone calls to help with training, service and security.