• 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.



    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.