OLD MUTUAL WEALTH S ONLINE PLATFORM AND YOUR BACK-OFFICE SOFTWARE user guide

Transcription

1 For Financial Advisers use only OLD MUTUAL WEALTH S ONLINE PLATFORM AND YOUR BACK-OFFICE SOFTWARE user guide This guide shows you how to link your chosen back-office software with the Old Mutual Wealth online platform

2 Contents 1. Contents 2. Introduction 3. Homepage 4. Generate password 6. Contract enquiry password 7. Troubleshooting 1

3 Introduction This user guide will explain how you can link your chosen back-office software (BOS) with Old Mutual Wealth s online platform, to receive valuation data on your clients ISAs, Collective Investment Accounts, Collective Investment Bonds and Collective Retirement Accounts. What is back-office software? Back-office software enables financial advisers to efficiently manage their clients accounts through an automated link to a range of provider companies. It can receive up-to-date valuations to keep client records current, which can save you time, reduce costs and increase efficiency. When you request a valuation on your back-office software, an industry-standard message is sent to the Old Mutual Wealth online platform, which then automatically returns the most recent valuation to the software. Depending on the capabilities of the software, valuations can be requested in bulk for all policies, and/or regular automatic updates scheduled. Some back-office software providers allow you to import electronic adviser remuneration statement data. This is called Commission Electronic Data Interchange (EDI). We can offer this through our online platform where it is facilitated by the software please speak to your software provider. For specific queries regarding particular back-office systems and the services they offer you should contact your back-office software provider directly. 2

4 HOMEPAGE 1. After logging into the online platform, select System Admin. 1 3

5 GENERATE PASSWORD 1. if there is already a password showing next to Current contract enquiry password, skip to page 6 of this guide. If not, select Generate contract enquiry password. 1 4

6 GENERATE PASSWORD 2. On the new page that opens, select Update. 2 5

7 CONTRACT ENQUIRY PASSWORD 1. The password is now shown. You will then need to log in to your back-office software. In the section you use to register for automated valuations, enter the user name you have chosen when logging into the online platform, and the password that s been generated. This will ensure that when the software requests the information for your username and password, the correct data is returned from the online platform. For assistance with this, please contact your back-office software provider. 1 6

8 TROUBLESHOOTING If you are experiencing issues with the back-office link, such as some policies not appearing as expected, please check the following: Have you entered the correct username and password into your back-office software? (See previous page.) Can you see the policy on the Old Mutual Wealth platform? If you can, there is likely to be an issue with how the feed was instructed in the back-office software. Is there a switch going through on the policy? If so, the valuation will not show until all of the trades have settled. If you have any queries, or need to resolve problems with the back-office link, please contact your back-office software provider in the first instance. 7

9 Calls may be monitored and recorded for training purposes and to avoid misunderstandings. Old Mutual Wealth is the trading name of Old Mutual Wealth Limited which provides an Individual Savings Account (ISA) and Collective Investment Account (CIA) and Old Mutual Wealth Life & Pensions Limited which provides a Collective Retirement Account (CRA) and Collective Investment Bond (CIB). Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited are registered in England and Wales under numbers and respectively. Registered Office at Old Mutual House, Portland Terrace, Southampton SO14 7EJ, United Kingdom. Old Mutual Wealth Limited is authorised and regulated by the Financial Conduct Authority. Old Mutual Wealth Life & Pensions Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Their Financial Services register numbers are and respectively. VAT number SK12286/ /December