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OLD MUTUAL WEALTH’S ADVISERVIEW MANAGE PORTFOLIOS user guide
This guide demonstrates how to edit and maintain your bespoke portfolios as well as how to link investments to a portfolio
For financial advisers use only
ADVISERVIEW MANAGE PORTFOLIOS user guide
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2. CONTENTS
3. INTRODUCTION
4. HOMEPAGE
5. REVIEW PORTFOLIOS
6. PORTFOLIO SUMMARY
7. WORK WITH UNLINKED PLANS
8. SWITCH LINKED PLANS
10. SUBMIT YOUR INSTRUCTION
11. PORTFOLIO SUMMARY
12. WORK WITH LINKED PLANS
CONTENTS
ADVISERVIEW MANAGE PORTFOLIOS user guide
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INTRODUCTION Reviewing and managing investments online
AdviserView’s manage portfolios functionality allows you to maintain your bespoke portfolios and manage your clients quickly and efficiently.
Edit existing portfolios
• Link multiple investments to a portfolio for reviewing, switching and rebalancing.
• Complete risk questionnaires and base the portfolio on a specific attitude to risk or build new portfolios with suggested asset allocation. Please refer to the ‘Build portfolios’ user guide for more details.
• use Old Mutual Wealth’s ‘research funds’ functionality to help select the funds. Please refer to the ‘Research funds’ user guide for more details.
• use a portfolio summary report for an audit trail on how the portfolio was built. Please refer to the ‘Build portfolios’ user guide for more information.
• Access portfolio uscan reports for portfolios you create. Please refer to the ‘UScan reports’ user guide for more information.
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HOMEPAGE
1. From the homepage, hover over the ‘manage portfolios’ tab to view further options.
2. select the ‘review portfolios’ option to begin the process.
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REVIEW PORTFOLIOS
1. search for a particular portfolio name and select ‘Go’.
2. Alternatively, filter the list of viewable portfolios using the drop down menus and press ‘Go’.
3. Choose the portfolio you wish to manage and select ‘View’.
4. To remove portfolios, select from the ‘Delete’ column and click ‘Delete’ to confirm.
Tip:select how to view the portfolio list. You can choose page view (for one portfolio) or to view all portfolios on a single page. see arrow 5.
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PORTFOLIO SUMMARY
1. if you have previously linked plans to your portfolio and wish to work with them, select ‘Work with linked plans’ and skip to page 10 of this user guide.
2. To link client policies to a portfolio, select ‘Work with unlinked plans’ and continue to the next page of this user guide.
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WORK WITH UNLINKED PLANS
1. Tick the box next to policies you wish to link to the portfolio.
2. select ‘Link and switch plans’ to switch and/or redirect investments into the new portfolio. Turn to the next page of this user guide to continue.
3. Alternatively, select ‘Link without switching’ to link clients to the portfolio only. Current investments will not be switched to the new portfolio. skip to page 10 of this user guide.
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Note:Only policies that correspond to the portfolio product type will be displayed.
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SWITCH LINKED PLANS
1. select ‘Yes’ to confirm that you will be retaining a copy of the switch/redirection signed by your client and that you have FCA ‘Managing investments’ permission.
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SWITCH LINKED PLANS (CONT.)
1. Check all plans listed are linked to the correct portfolio.
2. select ‘next’ to continue.
3. On the next page, check funds and percentages are all correct and select ‘next’ to continue.
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SUBMIT YOUR INSTRUCTION
1. To confirm the instruction, select ‘submit’.
2. On the next page, select ‘finish’ to end the process.
Notes:select ‘print-friendly summary’ if you wish to retain a hard copy of the instruction. (see arrow 3).
if you wish to delete the instruction, follow the link for more information. (see arrow 4).
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WORK WITH LINKED PLANS
1. use the tick boxes within the ‘rebalance to match portfolio’ or ‘switch funds’ columns to select the plan(s) you wish to work with.
2. select ‘Rebalance’ or ‘Switch’ depending on how you wish to proceed and skip back to page 8 of this user guide.
3. To unlink any plan(s) within the portfolio, use the tick box(es) within the ‘unlink’ column.
4. select ‘Unlink’ to confirm and remove the selected plan(s).
5. select ‘Back to summary’ to return to the portfolio summary page. skip back to page 10 of this user guide.
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if you require any further training or assistance with AdviserView, please contact your e-Business specialist or Old Mutual Wealth consultant, or call our Customer Contact Centre on 0808 171 2626 or email [email protected].
www.oldmutualwealth.co.uk
Calls may be monitored and recorded for training purposes and to avoid misunderstandings.
Old Mutual Wealth is the trading name of Old Mutual Wealth Limited which provides an individual savings Account (isA) and Collective investment Account (CiA) and Old Mutual Wealth Life & Pensions Limited which provides a Collective retirement Account (CrA) and Collective investment Bond (CiB).
Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited are registered in england and Wales under numbers 1680071 and 4163431 respectively. registered Office at Old Mutual House, Portland Terrace, southampton sO14 7eJ, united Kingdom. Old Mutual Wealth Limited is authorised and regulated by the Financial Conduct Authority.
Old Mutual Wealth Life & Pensions Limited is authorised by the Prudential regulation Authority and regulated by the Financial Conduct Authority and the Prudential regulation Authority.
Their Financial services register numbers are 165359 and 207977 respectively. VAT number 386 1301 59.
sK12302/216-0027/February 2016
