• 16 November 2016

    Introducing the new Adviser dashboard as part of our improved Online services

    We’ve listened to your feedback and developed a new dashboard to improve the way you access your client details.

    New features include a summary of your clients' products, both in accumulation and drawdown, plus quick links enabling you to conveniently access the information or service you need.

    When online you can:

    • Arrange increments
    • Carry out fund switches
    • Update client details
    • Produce projections and illustrations
    • Review payments made to you

    When you log on for the first time after 18th November you'll land on the new dashboard as shown below.

      OLS_Dashboard_no_ticker

           

    Watch this space for further improvements; we'd love to hear your suggestions. Email us at productupdatefeedback@axawealth.co.uk.

     If you haven't used the service before registering is quick and easy; follow this link.