The content of this site is aimed at financial advisers only.
Click here for the customer site.
Check key policy information such as policy values, cash balances, review investments, drawdown balances and more.
Manage your clients' non self-invested policies 24/7 with online services access.
Find all you need to 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. There are additional registration steps to access this service.
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.