During our technology upgrade we have worked closely with Prestwood Software to make sure your electronic valuations continue to work as usual.
We have also made improvements so you will now be able to access bulk valuations for all your clients on a daily basis. These can be imported directly into Prestwood Professional & Truth Software.
Updating your software
Together with Prestwood Software, 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
In order to update your credentials, you will need to select the ‘Wraps’ button on the toolbar in the Fact Find and then select ‘Wrap Feed Settings’. On the wrap feed settings form, select ‘Old Mutual – Valuation’ or ‘Old Mutual – Bulk Download’ (as required) and click the ‘+’ sign on the ‘User Name’ field and enter your username when prompted. Enter your password in the ‘Password’ field and then click ‘OK’ to save your changes.
Please note: Please do not change your Contract Enquiry password until after the migration. If you do change your password between now and migration, it will not be carried over to the new system and you will need to re-submit the change afterwards.
Updating your account numbers
As part of our technology platform upgrade we have issued new account numbers for all existing accounts. These new account numbers are included in the Bulk Data Download so you will need to run this first in order to update your clients’ account numbers in Prestwood Professional & Truth Software.
For clients who currently hold both crystallised and uncrystallised holdings in our Collective Retirement Account, we will be creating separate accounts to hold each of these components.
Prestwood Professional & Truth Software will automatically create new accounts and import valuations into those accounts. If you have already set up the accounts for your client, you will need to merge the transactions from the newly created accounts into the existing accounts. Once you have done this, the valuations will continue to be imported into the existing accounts.
Changes to how you request valuations in Prestwood Professional and Truth Software
The process of requesting valuations is unchanged, just select ‘Old Mutual – Valuation’ from the relevant menu and valuations will automatically be imported into your clients’ accounts as before. However, you will now be able to download and import bulk data from Old Mutual Wealth as well. This can be done by selecting ‘Old Mutual – Bulk Download’ from the relevant menu.
If you have any questions or need any help please contact the dedicated Prestwood Support Team using the following details:
T: +44 1384 273736