The Retirement Account Dashboard

The Retirement Account Online Dashboard helps you to: Create quotes, apply online and track progress, set up funds to auto-rebalance, look up the value of your client’s investments, use our phased drawdown facility, buy, sell, switch investments, access our Fund Research Centre and more.

The Retirement Account is entirely flexible to suit your client needs. The product can accommodate a wide range of scenarios, some of which are not available via the Dashboard, in which case you will need to contact us directly in order to arrange a quote.

What you can do with the dashboard:

  • Create, store and easily find quotes
  • Submit applications online and track progress
  • View 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, regular taxable income and manage regular income drawdown

Next steps


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