Adviser Office has functionality that allows users to take existing data stored in client records and link through to provider systems in order to create illustrations and apply electronically for new accounts.
This free service is currently set up with
- Aegon Retirement Choices
- Standard Life
Despite the time saving elements of the process – less re-keying of data and automatic downloading of documents straight to the system – this functionality has very few users and IRESS would like to know why.
Do you even know about the process? Have you tried it but don’t like it? Is it not available for the providers you use?
IRESS is very keen to hear the answers to these questions and others so they can understand your needs and develop the functionality accordingly. The link to their online questionnaire is shown below; it takes just a few minutes to complete and we urge as many people as possible to do so.
For further information about the Account Opening functionality, please don’t hesitate to contact either ourselves or the support team at IRESS.