Tools and services
For financial advisers only
A digital experience making life easy
Doing everything we can to make life easy for you and your clients, One Retirement’s digital experience offers efficient online services and easy to use, integrated tools and reporting.
- Save time with our signature-free straight-through-processing for transactions including new business applications, withdrawals and trading. For your convenience, our online services are available 24 hours a day.
- Our portfolio management tools help you to research and compare the investment strategies. Use them for stand-alone research, or as part of the integrated application process for topping up or adding a new wrapper.
- Use Report Zone to benefit from valuable and efficient management reporting that helps you identify opportunities, keep track of business and demonstrate the value of your advice.
- With client access, your clients can see all transactions, account values, and projections of what they might get back when they retire, and they can trade online.