OLD MUTUAL WEALTH S ADVISERVIEW BACK-OFFICE SOFTWARE user guide

Transcription

1 For financial advisers use only OLD MUTUAL WEALTH S ADVISERVIEW BACK-OFFICE SOFTWARE user guide This guide provides support information for how to link your chosen back-office software with AdviserView

2 Contents 2. CONTENTS 3. INTRODUCTION 4. REGISTER FOR ADVISERVIEW 5. BACK OFFICE SOFTWARE SET-UP INFORMATION 6. TROUBLESHOOTING 2

3 Introduction Welcome to the AdviserView back-office software user guide. It will explain how you can link your chosen back-office software with AdviserView, to receive valuation data on your client s Old Mutual Wealth Life Assurance Limited policies. 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 their records current. It can enable you to save time, reduce costs and increase efficiency. When you do a valuation on your back office software, an industry-standard message is sent to AdviserView, 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 commission statement data. This is called Commission Electronic Data Interchange (EDI). We can offer this through AdviserView where it is facilitated on the software please speak to your provider. For specific queries regarding particular back office systems and the services these offer, you should contact your back office software provider directly. 3

4 REGISTER FOR ADVISERVIEW 1. You must register for Old Mutual Wealth s secure online service before you can use a backoffice system. 2. Access the AdviserView log in page and select register to get started. 3. Once registered, enter your username and password and select logon

5 BACK-OFFICE SOFTWARE SET-UP INFORMATION 1. From the homepage, make a note of your Extranet Registration Reference. You will then need to log into your back office software. In the section you use to register for automated valuations, enter the user name you have chosen for AdviserView, and the Extranet Registration Reference as the password. This will ensure that when the software requests the information for your username and password, the correct data is returned from AdviserView. For assistance with this, please contact your back office software provider. 1 5

6 TROUBLESHOOTING If you are experiencing issues with the back office link, such as some policies not appearing as expected, please check the following: 1. Have you entered the correct username and password into your back office software? (See previous page). Can you see the policy on AdviserView? If you can, there is likely to be an issue with how the feed was instructed in the back office software. 2. is there a switch going through on the policy? If yes, the valuation will not show until all of the trades have settled. 3. Did you select the correct policy type? (e.g. you selected pension, but entered a bond plan number, nothing will be returned.) 4. Is the policy number entered in the correct format in your back-office software? (See table for examples of correctly written policy numbers.) Product type Head type Numeric identifier Correct policy number format Personal Pension Scheme (Series 5) PP PP Executive Pension Scheme (Series 6) EP EP Maximum Investment Plan MIP MIP 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. 6

7 If you require any further training or assistance with AdviserView, please contact your E-Business Specialist or Old Mutual Wealth consultant, or call our Customer Contact Centre on or 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 SK12303/ /February