Up-to-date policy valuations can be stored against your clients’ pension and investment policies, providing a detailed valuation history, and allowing trends and performance to be tracked.
Valuations can be added by daily automated data feeds from the policy provider or platform, or manually via in the policy record.
All platforms and providers offering automated valuation data feeds are supported. These can be added and configured easily in the system settings by connecting your agency account, with multiple or sub agencies also supported.
Total Funds under Advice across all clients and platforms can be viewed using the built in Assets under Management report, which includes customisable filters.
Clients can also view their policy valuations and full history via their client portal.
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