Standard life has launched an online business tracking facility for financial advisers as part of the ‘Client View' aggregation service on its adviserzone website.
Design of the service follows extensive consultation and feedback from intermediaries, and is available for the company’s Life Protection Series (LPS), bonds, personal pensions and SIPP contracts. The service aims to provide advisers with a real time status report on new business applications and increments. Client View was launched in April 2005 to provide a range of client information including fund valuations, investment instructions, cash transactions as well as the latest updated value of other investments such as property and stocks and shares, using real-time data and a combinati...
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