Old Mutual Wealth
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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.

  • Changes to Intelligent Office
    We have worked closely with Intelliflo to make sure your electronic valuations and electronic com... February 18, 2021 08:17
  • Iress Xplan
    We have been working closely with Iress to make sure your electronic valuations and electronic co... November 19, 2020 17:22
  • System generated reporting
    The move to our new technology will give you access to more reports to help you manage your busin... March 08, 2021 16:42
  • Adviser software - general information
    Old Mutual Wealth integrates with all the main adviser software providers through robust data fee... November 16, 2020 14:50
  • Adviser Cloud
    During our technology upgrade we have worked closely with Adviser Cloud to make sure your electro... August 05, 2020 13:11
  • Changes to Assyst
    During our technology upgrade we have worked closely with Assyst to make sure your electronic val... November 09, 2020 11:11
  • Bluecoat - changes to FinPlan
    To make sure your electronic valuations and electronic commission and fee reconciliation continue... November 27, 2020 12:46
  • Best Practice
    During our technology upgrade we have worked closely with Creative Technologies to make sure your... November 24, 2020 18:38
  • Changes to Clever Adviser Technology Limited (Clever)
    During our technology upgrade we have worked closely with Clever to make sure your electronic val... November 09, 2020 11:13
  • Durell
    During our technology upgrade we have worked closely with Durell to make sure your electronic val... August 18, 2020 16:47
  • Dynamic planner
    During our technology upgrade we have worked closely with Dynamic Planner to make sure your elect... February 27, 2021 10:03
  • Changes to Fastrak
    During our technology upgrade we have worked closely with Sprint Enterprise Technology to make su... May 13, 2020 12:48
  • Changes for Iress Adviser Office
    In preparation for our technology platform upgrade we have been working closely with Iress to ens... November 26, 2020 14:49
  • Iress CommPay
    We have been working closely with Iress to make sure your electronic valuations and electronic co... November 26, 2020 10:23
  • Changes to IFAMS
    During our technology upgrade we have worked closely with IFAMS to make sure your electronic valu... October 07, 2020 08:37
  • JCS
    During our technology upgrade we have worked closely with JCS to make sure your electronic valuat... September 24, 2020 15:18
  • Moneyinfo
      To make sure your electronic valuations continue to work as usual after our technology upgrade,... August 17, 2020 10:28
  • Morningstar
    During our platform technology upgrade, we have worked closely with Morningstar to ensure there i... September 29, 2020 15:18
  • Plum Software
    During our technology upgrade we have worked closely with Plum to make sure your electronic valua... November 17, 2020 11:19
  • Changes to Prestwood Professional and Truth Software
    During our technology upgrade we have worked closely with Prestwood Software to make sure your el... November 09, 2020 11:41
  • Synaptic software
    During our technology upgrade we have worked closely with Synaptic Software to make sure your ele... November 09, 2020 11:53
  • Time4Advice
    During our technology upgrade we have worked closely with Time4Advice to make sure your electroni... October 26, 2020 13:28
  • True Potential
    During our technology upgrade we have worked closely with True Potential to make sure your electr... September 10, 2020 12:06
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