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Home Platform Old Mutual Wealth

Willingness to recommend

4.32/5

Based on 38 reviews

Old Mutual Wealth

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Value for money

4.05/5

Support

4.32/5

Integrations

3.58/5

Based on 38 reviews

The Old Mutual Wealth Investment Platform is a high quality, award winning platform providing dependable, robust, trading and financial planning capabilities, that empowers advisers to deliver first class, holistic financial planning to their customers in one easy to use location. The platform offers a comprehensive range of products and trusts, from our Gold Standard award rated Collective Retirement Account, the most versatile pension in the market with nine ways of withdrawing funds, to our new flexible Lifestyle Trust, offering the ability to tailor the timing and the entitlements in the future if your clients’ circumstances change. Along with our fully integrated end to end investment process, including risk profiling, asset allocation and tax management tools, it helps you deliver robust and repeatable advice to your customers

NextWealth view

Old Mutual Wealth is the platform offered by Quilter plc. The platform has captive distribution through the Quilter Financial Advice (formerly Intrinsic) network and maintains a strong following among independent financial planners. The platform is migrating from their proprietary technology to FNZ. They are being understandably cautious about the upgrade to try to avoid mistakes of others who have come before. The platform upgrade is far more than a simple systems upgrade. The bigger work is the data migration to bring together legacy on and off platform assets into one place. The project is ambitious and we wish them well.

Old Mutual Wealth is very committed to making life easier for financial planners and focus their content and support on regulatory change and technical training. This is well received. They also have a life company approach to sales support with more boots on the ground than many other groups. This can make all the difference.

Ownership:
Part of Quilter plc
Technology Partnerships:

Moving from proprietary technology to FNZ

Integrations

3.58/5
Based on 38 reviews
Cash Management
Cashflow Modelling
Client Portal
Other
Practice Management System
Research
Suitability Profiling

No integrations available for Cash Management

Prestwood:Truth

moneyinfo

No other integrations available.

Adviser Office (IRESS)

Bluecoat

Durell Software

Fairs

Intelligent Office (Intelliflo)

JCS

Plum Software (Praemium)

Sirius SWIFT

U-Scan

No integrations available for Suitability Profiling

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for Old Mutual Wealth
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous March 2020
1/5
Willingness to recommend
1/5
Integrations
1/5
Value for money
1/5
Service
No comment left by user
Anonymous March 2020
3/5
Willingness to recommend
2/5
Integrations
3/5
Value for money
3/5
Service
not perfect
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
see ratings
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
They have been reliable over and their platform has been good
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Been very good so far
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
All round very good platform
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
5/5
Service
We have had very good service over the years(OMW Skandia)
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
5/5
Service
Excellent service and good overall product offering
Anonymous March 2020
5/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
5/5
Service
have always looked after me well
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
Pleased with their service to date
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
3/5
Service
Not easy to contact for support
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
"We have used the old mutual / quilter platform for many years and whilst it does have its limitations
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
5/5
Service
we have a good relationship
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
4/5
Service
Excellent reporting
Anonymous March 2020
4/5
Willingness to recommend
2/5
Integrations
4/5
Value for money
5/5
Service
No comment left by user
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
5/5
Service
I use their CRA - better than SIPP if only OEICs are used.
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
4/5
Service
Good overall platform
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
They work
Anonymous March 2020
5/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
5/5
Service
Overall excellent product and support
Anonymous March 2020
3/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
use little now - not confident to recommend
Anonymous March 2020
5/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
5/5
Service
Excellent all round and management listen
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
excellent service
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Good options variety of drawdown incomes
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
4/5
Service
Clunky but works and is cheap!
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
5/5
Service
Excellent service all round
Anonymous March 2020
5/5
Willingness to recommend
2/5
Integrations
3/5
Value for money
4/5
Service
They offer the best platform
Anonymous March 2020
5/5
Willingness to recommend
1/5
Integrations
5/5
Value for money
4/5
Service
Always received good service
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
5/5
Service
"Good all round provider
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
"Very efficient service
Anonymous March 2020
4/5
Willingness to recommend
2/5
Integrations
4/5
Value for money
4/5
Service
Always reliable
Anonymous March 2020
5/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
4/5
Service
Ease of use platform with good functionality
Anonymous March 2020
4/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
5/5
Service
They are good!
Anonymous March 2020
3/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
4/5
Service
Not sure where they're going
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
Easy to use and fairly priced
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
5/5
Service
No comment left by user
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous March 2020
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