Preparation
Find out what you need to do to get ready for the change over to the new technology platform. Check on timings and download a checklist to make sure you are on track
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Checklist This checklist is essential as it will ensure you are set up for success. Being properly prepared and ensuring all pr...
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Migration timeline There are a number of key milestones that you need to be aware of, such as when we will be communicating with your cl...
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Key deadlines and trading restrictions Prior to migration there will be a period of time where it will not be possible to place trades online or over the ph...
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Due diligence As you know, we have made some significant enhancements to our proposition, to give you wider choice, greater conveni...
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Your new online access To get ready for our new technology platform, you will be able to activate your login 3 weeks in advance of the migra...
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Welcome to your 3-step guide to getting ready With migration to our new technology platform imminent, are you up to speed with the essentials? This 3-step guide is...
Adviser software updates
As part of our technology platform upgrade we have worked with back office software providers to enhance the integrations we offer and to minimise any disruption through our migration process. Where possible, we have ensured that all updates will happen automatically but in some cases you may need to carry out some additional steps. Please click on the name of your back office provider below to see which services will be offered and to find out if you need to take any action.
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Changes to Intelligent Office We have worked closely with Intelliflo to make sure your electronic valuations and electronic commission and fee reco...
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Iress Xplan We have been working closely with Iress to make sure your electronic valuations and electronic commission and fee rec...
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System generated reporting The move to our new technology will give you access to more reports to help you manage your business and stay closer ...
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Adviser software - general information Old Mutual Wealth integrates with all the main adviser software providers through robust data feeds to offer automate...
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Adviser Cloud During our technology upgrade we have worked closely with Adviser Cloud to make sure your electronic valuations and e...
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Changes to Assyst During our technology upgrade we have worked closely with Assyst to make sure your electronic valuations continue to ...