During our technology upgrade we have worked closely with Durell to make sure your electronic valuations and electronic commission and fee reconciliation continue to work as usual.
We have also made improvements so you will now be able to access bulk valuations for all of your clients on a daily basis. These can be imported directly into Durell.
Updating your software
Together with Durell we have ensured that all the required updates have been taken care of so you can relax without any interruptions.
Updating your username and password
We have supplied Durell directly with all the details they need to set up your valuations so there is no need for you to update your username and password.
Updating your account numbers
As part of our technology platform upgrade we have issued new account numbers for all existing accounts. We have already communicated the new account numbers to Durell so they can make the updates on your behalf.
For clients that currently hold both crystallised and uncrystallised holdings in our Collective Retirement Account, we will be creating separate accounts to hold each of these components.
Durell includes a tool that allows users to update their account numbers using a mapping file supplied by Old Mutual Wealth. Please contact the Durell Support Team to arrange a convenient time to go through the process. This should be after the date of migration and after the final fee statement has come through from the old technology platform.
If you do not process this final EDI it will result in manual allocation of payments due to differing account numbers.
Changes to how you request valuations in Durell
The new technology platform means it will be possible to revalue multiple accounts in one step. Durell’s Bulk Valuation facility allows you to set up groups of policies to revalue in one go. These groups can be customised per policy, per start date or per provider. Each group can be saved and triggered on demand at a later date. Please contact the Durell Support Team who will help you get set up with Bulk Valuations.
If you have any questions or need any help please contact Durell Support using the following details:
T: +44(0)1823 326 324