FREE technology and RDR roadshows
With our industry colleagues, we're hosting free roadshows for financial advisers in cities across the UK, in 2012.
Entitled "Tools and technology to help you embrace the RDR" , the sessions are free to attend and will be interactive. You will meet industry experts from Standard Life, Plum Software, Voyant and Origo.
Lunch is included and the day starts at 10am, closing at 2.30pm.
To register your interest in attending, please go to: http://www.adviserwise.com/roadshow/>
- From new business to portfolio management
- Streamline your financial business
- Uncover your potential now
About Adviserwise.com
Adviserwise.com provides financial advisers with access to a central information point where details of all the relevant eServices can be found at the click of a button.
The Adviserwise initiative also provides advice, support, training and information about the services that are available for financial advisers. This information will enable advisers to implement and use eServices (such as online valuations through their back office system) that will ultimately save time, cut down on paper work and provide a faster and more efficient service to their clients. Try the eServices Matrix of services and product providers here.
NEW Online Agency Administration Service
Adding to the success of Agency Registration Service, Origo has launched the online Agency Administration service for financial advisers.
The service provides an online, one-stop, centralised process for advisers to create and submit requests for changes to agency arrangements to multiple providers. Streamlining the administration process , the Agency Administration Service will improve the often inconsistent, insecure and paper-based communications between distributor groups and product providers. The secure electronic service will reduce errors and the need to chase requests and will provide confirmation that requests have been completed.
Requests that advisers will now be able to manage through the new service include:
- Change of Address;
- Change of Bank Account;
- Request for Additional Agencies;
- Request for Agency Closures;
- Maintain Service Provider and Panel Membership;
- Transfer of Business and Novations.
Go to the new Agency Administration Service >
Agency Administration
Cut down on paper work and save time with our online Agency Administration service. In one go, financial advisers can submit changes to their agency arrangements online, to multiple product providers.
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