I'm an adviser, how do I get client valuations using a back office system?Fri Dec 05 09:26:38 GMT 2014
Using our SmartData service, you can request a secure download of all your pension and investment plans, making sure you have the correct policy number and plan type in your back office. From there, it's a simple process to follow the electronic valuation setup instructions from your back office supplier.
We use UNIPASS digital certificates as authentication for accessing valuations. You can find out more about UNIPASS at www.unipass.co.uk(Opens new window)