How do I? - at a glance
How do I get started on the platform?
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How do I find my way around online? This step-by-step summary explains how to find your way around your adviser dashboard. Watch the video What you’ll...
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How do I set up and manage my users’ access permissions? This step-by-step summary explains how to set up a member of your firm (for example an adviser or paraplanner) on our...
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How do I update user details and security information? This step-by-step summary explains how to update your user details and security information. What you’ll need to g...
How do I set up new clients and applications?
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How do I invest in a CIA which is going to be held within another investment? One of the benefits of our Collective Investment Account (CIA) is that it can be held as an asset within another inve...
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How do I set up a new client? This step-by-step summary explains how to set a new client up on our technology platform. What you’ll need to get st...
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How do I create a quick quote for a client? This step-by-step summary explains how to create a quick quote for a client. This functionality is completely paperle...
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How do I submit a new business application? (ISA/CIA) This step-by-step summary explains how to submit a new business application for an ISA or a Collective Investment Acc...
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How do I set up a Bed & ISA? This step-by-step summary explains how to transfer money from a client’s Collective Investment Account (CIA) to their...
How do I manage existing clients?
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How do I add additional money for an existing client? This step-by-step summary explains how to add additional money (otherwise known as adding a top-up or lump sum) for a...
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How do I set up and amend regular contributions? This step-by-step summary explains how to add regular contributions to a client’s investment that is already set up. ...
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How do I set up and amend ad hoc and regular withdrawals? This step-by-step summary explains how to request regular or single withdrawals from your client’s account. The botto...
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How do I manage a client’s personal and bank account details? This step-by-step summary explains how to manage your client’s personal and bank account details. What you’ll need...
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How do I produce ‘What If’ and ‘No Change’ projections? This step-by-step summary explains how to produce a ‘what if’ projection (if you wish to illustrate the potential eff...
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How do I assess my client’s attitude to risk? This step-by-step summary explains how to assess your client’s attitude to risk by using our risk profiler questionna...
How do I manage investments?
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How do I switch funds by asset? This step-by-step summary explains how to switch a client’s investment funds and/or redirect ongoing contributions in...
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How do I switch funds by account? This step-by-step summary explains how to switch a client’s investment funds and/or redirect ongoing contributions in...
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How do I set up a model portfolio? This step-by-step summary explains how to create a model investment portfolio. What you’ll need to get started A ...
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How do I switch an account into a model portfolio? This step-by-step summary explains how to switch an account into a model investment portfolio. You can also redirect ...
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How do I bulk switch accounts into the latest model portfolio? This step-by-step summary explains how to switch multiple accounts into your latest model investment portfolio. You c...
How do I use X-hub?
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How do I build and edit model portfolios on the X-Hub ? This step-by-step summary explains how to build and edit model portfolios on the X-Hub. The X-Hub is the portal for a...
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How do I generate reports on X-Hub? This step-by-step summary explains how to how to run reports on X-Hub. X-Hub is a portal for advisers with discreti...
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How do I switch and rebalance portfolios on X-Hub? This step-by-step summary explains how to switch and rebalance portfolios on X-Hub. X-Hub is a portal for advisers wi...
How do I manage client retirement needs?
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How to set up a new collective retirement account (CRA) with an investor lump sum and a regular employer contribution This step-by-step summary covers how to set up a new Collective Retirement Account (CRA) with an investor lump sum an...
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How do I transfer into a new Collective Retirement Account (CRA) and take partial pension commencement lump sum (PCLS)? (Partial or full crystallisation) This step-by-step summary covers how to set up a new CRA with transfer of an uncrystallised pension, including taking...
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How do I transfer a client’s pension into a new pension with us and take immediate tax free cash (full crystallisation)? This step-by-step summary explains how to create a new business application for the Collective Retirement Account (CR...
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How do I set up phasing of tax free cash and taxable income? (Partial or full crystallisation) This step-by-step summary explains how to manage setting up your client’s pension benefits to take a tax-free lump su...
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How do I set up and take income from crystallised assets? This step-by-step summary explains how to manage your client’s retirement needs online, including how to instruct ad ...
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How to set up tax-efficient regular income from a client’s Collective Retirement Account This step-by-step summary explains how to set up a tax-efficient regular income option (we call this ‘TRIO’) on your ...
How do I create client and business reports?
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How do I run Capital Gains Tax (CGT) calculations and CGT client reports This step-by-step summary explains how to run capital gains tax (CGT) calculations and CGT reports for your clients. ...
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How do I download a remuneration statement? This step-by-step summary explains how you can view and create commission and fee statements online. What is a remune...
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How do I generate a valuation statement? This step-by-step summary explains how to produce a valuation statement for one of your client’s investments. There a...
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How do I generate a client review report? This step-by-step summary explains how to generate a long or short report covering up to six of your client’s investm...
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How do I generate regular review and contributions statements? This step-by-step summary explains how to generate regular review and regular contribution statements. This is also k...
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How do I view and produce reports on my business? This step-by-step summary explains how to view business performance and generate reports on your business. What you...