Portals and Integration
At Scottish Widows we believe in a healthy market in portal and back-office system services for Financial Advisers, with a choice of different offerings to meet individual needs. Our coverage is under constant review and development
Our focus is on delivering comparative quotes, client specific quotes and New Business functionality for our core range of products through the main portals used by Financial Advisers. We also provide our compliant, up-to-date literature to the portals to allow you to complete the sales process with your clients'. On the Back-office platforms our aim is to support the main platforms with bulk reports and valuations to make servicing your clients policies easy and efficient for you
Portals
Exchange - exweb.exchange.uk.com
Quote facilities:
- Flexible Options Bond
- Stakeholder Pensions; Personal Pension Plan.
- Stakeholder Pensions
- Personal Pension Plan
Assureweb - www.assureweb.co.uk
Quote facilities:
- Stakeholder Pensions
- Stakeholder Pensions New Business
Back Office Software
Adviser Office - www.1stsoftware.co.uk
1st software is a leading provider of back office systems to IFAs, providing client and contact management as well as commission tracking. You can now obtain policy information directly from Scottish Widows using the latest version of 1st software, known as 'Adviser Office'.
Having selected a client with a Scottish Widows policy, you can:
- Access an express link to the Policy Details page of the Adviser Extranet for that client.
- Get an updated Policy Value directly from Scottish Widows systems.
For more information on how Scottish Widows can populate information onto your back-office platform or Flexible Benefits platform, please visit www.adviserwise.com.
