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Old Mutual Wealth
For financial advisers only
  1. Old Mutual Wealth Help Centre
  2. Training
  3. Introducing the platform

Introducing the platform

  • Discover Choice, Convenience and Control
    This presentation describes how our upgraded technology platform will give you more choice, more ... November 01, 2019 11:40
  • Intelligent options for investment management
    This short presentation is about the major enhancements to your investment options available from... November 01, 2019 12:05
  • Online processes, saving you time and money
    This short presentation gives you an overview of the major enhancements we’ve made to our online ... October 26, 2020 16:09
  • Data-rich, time saving reports
    In this short presentation we’ll tell you about the major enhancements to the reporting available... November 01, 2019 12:24
  • Even more flexibility from a market leading pension
    This short presentation is about the major enhancements we’ve made to our Collective Retirement A... October 23, 2020 11:24
  • Straightforward cash management
    This short presentation is about the major enhancement to our upgraded technology platform that m... October 17, 2020 12:52
  • Flexible model portfolios you can control easily
    This short presentation gives you an overview of the major enhancements we’ve made to our technol... November 01, 2019 13:47
  • Seamless access to discretionary managers
    This short presentation gives you an overview of the major enhancements we’ve made to provide you... November 01, 2019 13:58
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