Briefing Notes Small Lump Sum 680 392

The Retirement Account - Dashboard

Learn more about the Online Dashboard and Model Portfolio Manager

Canada Life offer various online tools to help support you doing business using The Retirement Account. Doing business online with Canada Life will help save you time and avoid the need for you to pick up the phone or post paperwork. Everything you need is at your fingertips.

Online Dashboard

The Retirement Account Online Dashboard helps you to:

  • Create, store and easily find quotes
  • Submit applications online and track progress
  • Track the value of your clients’ investments
  • Manage the investment strategy of an individual client, set up or change any auto-rebalance rules (monthly, quarterly or yearly rebalance) or conduct an ad-hoc rebalance
  • Switch funds
  • Access customer documentation online
  • Set up and manage Model Portfolios
  • Set up ad-hoc crystallisation, ad-hoc income and manage regular income drawdown - due Q3 2021


To find out what The Retirement Account Dashboard can do in detail please click here

 

Model Portfolio Manager

Our Model Portfolio Manager tool allows you to:

Create model portfolios and place clients into them

Select from your list of model portfolios and place a client into one* model portfolio at any stage, including

quote and application

Create, amend and close models

Change the model portfolio which automatically updates the customers’ investment strategy (regular premiums will be invested in line with the updated model). Current investments won’t change in line with the new model portfolio until either an ad-hoc or auto rebalance is instigated

Models can be created by a network, firm or an individual adviser

Advisers can assign multiple clients to a model in one go, or change a model that multiple clients are assigned to

Models will be shown in illustrations and annual statements

Perform an ad-hoc rebalance to a model, which will impact all clients invested in it

Regular auto rebalance cannot be set at model level, only individual client level

* You can only set one investment strategy for a client across all of their Pension Drawdown accounts (i.e. one model portfolio, or a series of funds with a strategic allocation). A different investment strategy can be set up for Pension Savings.

Model Portfolio user access:

User

Model created by Network

Model Created by Firm

Model created by Adviser

Adviser Firm

View only

 Update

N/A

Financial Adviser

View only

View only

 Update

Paraplanner

View only

View only

 Update

 

Functionality available to user types:

 

User

Create and update models

Move clients between models

Add/remove clients from a model

Adviser Firm

Yes

Yes

No

Financial Adviser

Yes

Yes*

Yes

Paraplanner

Yes

Yes

Yes

We have a user guide for The Retirement Account Dashboard (this includes Model Portfolio Manager instructions) and can be accessed by clicking here

 

Registration process

New users

If you are interested in registering for the Dashboard and/or Model Portfolio Manager tool for the first time then these are the options available to you:

  Financial Adviser Paraplanner Adviser Firm
Retirement Account Dashboard
Model Portfolio Manager

 

Click on the link below and follow the registration instructions to request access to the system(s).

Request Access

 

Existing user log on

To access the Dashboard click here: Existing log in

 

Useful links

The Retirement Account

The Retirement Account Funds

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