Valuations

The online or electronic 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 some back office systems.

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.

These online valuations can enable a client review to be undertaken quickly and with reduced contact with providers, enabling a potentially quicker response to a client.

Valuations, where available, can also be used to obtain material to support a marketing campaign to clients who have a particular type of policy – as a prelude to a full portfolio review.