Standard Life has rolled out a new portfolio management service on its extranet which gives financial advisers improved online valuations for client policies and now includes details of Sipps and mutual funds.
Reform of the old client and policy servicing functions on www.adviserzone.com allows the intermediary to see aggregated details of a client’s financial affairs at Standard Life within one window. Information supplied includes fund valuations which also carries fund reports from Morningstar, investment instructions and details of any protection, investment and pension products. Details of financial transactions which do not relate to Standard Life, such as commercial property, shares held as well and cash transactions can also be inputted manually, particularly where it relates to a S...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
