Pruadviser refines site to improve client data view

clock

Prudential has updated its pruadviser extranet to provide a search facility which allows intermediaries to search for policies without the need for plan numbers.

Several aspects of the pruadviser.co.uk site have been updated to make it quicker and easier for advisers to navigate around the extranet, including changes which allow information to be presented at ‘client level’ and showing all of the portfolios at once, including legacy products. One of the first advisers to see the new service was Russell Brooks of ABG Financial Management, who comments: "The new improved valuation service from Prudential is very comprehensive and very simple to use. This will make it even easier for us to service our clients' Prudential policies and will help us w...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

PlannerPal CEO: 'Not all integrations are equal'

PlannerPal CEO: 'Not all integrations are equal'

Xplan integration intended to tackle poor data quality and fragmented workflows

Isabel Baxter
clock 30 July 2026 • 3 min read
AI is transformative, but are investment portfolios too dependent on it?

AI is transformative, but are investment portfolios too dependent on it?

'In a market dominated by a single narrative, looking beyond today's leaders is not a contrarian stance'

Nisha Thakrar
clock 27 July 2026 • 4 min read
Saturn targets £800 advice journey with AI operating system

Saturn targets £800 advice journey with AI operating system

‘Project OS’ set to launch in September

Isabel Baxter
clock 24 July 2026 • 2 min read