Support

[00:05] Once you've activated your account and logged in, you'll land on your dashboard. Here, you can find everything you need with all the information in one place. Your dashboard is tailored to you and depends on the permissions you have. We'll look at an advisor with the transact permission as well as user administration.

[00:29] At the top, there's a link to support and where you can also view your own account. These links are always there once you're logged in. Then you have the search facility. This is where you can search for your clients. We'll come back to this. Navigating your dashboard is simple. You have easy access to add a new client, select this to create a brand new client. And once you're done, you're straight into quoting for products. Manage quotes and applications. Easy access to the quotes and applications you have still to submit. Access investor model portfolio maintenance, manage model portfolios and open report zone. Select more actions to see what else you have access to. Manual illustrations, research centre, investment list and create a new user.

[01:29] There's also information on your total client value, new money in this calendar month, and the number of new clients this calendar month. And just below, your advisor charges. If you have firm view and or scheme advisor permissions, you'll also see information relating to the firm and scheme here too. You can view your top five clients. Again, if you have the firm view and or scheme advisor permissions, you'll see information relating to the top five advisors in your firm and the top five schemes.

[02:08] You also have direct access to the advisor homepage of our website. Now, let's go back and look at the search at the top of your dashboard. Select 'search'. As this advisor has the user administration permission, they can also search for other users on the system. Here we show you how to search for a client. Select 'client' in the dropdown and then enter either first name, last name, or their client ID. You'll then see a list of clients matching your search criteria. All you need to do is select the name to view the client's summary.

[02:50] That's a quick overview of your dashboard and client search. You can visit the support page for more information. You'll find more helpful videos there, including one covering client and product summary. This is your Aegon Retirement Choices and One Retirement experience. Simple, online and intuitive.