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Old Mutual Wealth
Value for money
Support
Integrations
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.
Part of Quilter plc
Moving from proprietary technology to FNZ
Integrations
No integrations available for Cash Management
Prestwood:Truth
moneyinfo
No other integrations available.
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Sirius SWIFT
U-Scan
No integrations available for Suitability Profiling
Integrates One Way
Integrates Both Ways
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