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 com... -
Iress Xplan
We have been working closely with Iress to make sure your electronic valuations and electronic co... -
System generated reporting
The move to our new technology will give you access to more reports to help you manage your busin... -
Adviser software - general information
Old Mutual Wealth integrates with all the main adviser software providers through robust data fee... -
Adviser Cloud
During our technology upgrade we have worked closely with Adviser Cloud to make sure your electro... -
Changes to Assyst
During our technology upgrade we have worked closely with Assyst to make sure your electronic val... -
Bluecoat - changes to FinPlan
To make sure your electronic valuations and electronic commission and fee reconciliation continue... -
Best Practice
During our technology upgrade we have worked closely with Creative Technologies to make sure your... -
Changes to Clever Adviser Technology Limited (Clever)
During our technology upgrade we have worked closely with Clever to make sure your electronic val... -
Durell
During our technology upgrade we have worked closely with Durell to make sure your electronic val... -
Dynamic planner
During our technology upgrade we have worked closely with Dynamic Planner to make sure your elect... -
Changes to Fastrak
During our technology upgrade we have worked closely with Sprint Enterprise Technology to make su... -
Changes for Iress Adviser Office
In preparation for our technology platform upgrade we have been working closely with Iress to ens... -
Iress CommPay
We have been working closely with Iress to make sure your electronic valuations and electronic co... -
Changes to IFAMS
During our technology upgrade we have worked closely with IFAMS to make sure your electronic valu... -
JCS
During our technology upgrade we have worked closely with JCS to make sure your electronic valuat... -
Moneyinfo
To make sure your electronic valuations continue to work as usual after our technology upgrade,... -
Morningstar
During our platform technology upgrade, we have worked closely with Morningstar to ensure there i... -
Plum Software
During our technology upgrade we have worked closely with Plum to make sure your electronic valua... -
Changes to Prestwood Professional and Truth Software
During our technology upgrade we have worked closely with Prestwood Software to make sure your el... -
Synaptic software
During our technology upgrade we have worked closely with Synaptic Software to make sure your ele... -
Time4Advice
During our technology upgrade we have worked closely with Time4Advice to make sure your electroni... -
True Potential
During our technology upgrade we have worked closely with True Potential to make sure your electr...