Valuations

The online valuation services developed by product providers allow advisers to access current fund values and projections for certain product ranges.

These valuations are available from providers through a number of sources. These include directly from the providers extranet, via the main adviser facing portals and from functionality embedded within their back office system.

In addition to the ability to obtain a valuation online it is often possible to print details of the valuation – either to be placed on the client file or to be given directly to the client.