Standard Life has made enhancements to the quote and apply service on Adviserzone which means it will be RDR ready from 15 October.
Along with the RDR changes, newly introduced features will make producing quotes for Active Money SIPP and Active Money Personal Pension quicker and easier, reducing the time taken by almost half for a typical scenario.
The enhancements include:
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Adviser charging - a full RDR range of adviser charging options for new clients
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A new progress bar - so the adviser knows where they are in the quotes process
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A ‘free search' function on the Investment Allocation screen by either partial fund name or industry fund code (e.g. Citicode, SEDOL, Mex ID or ISIN), in a way that suits the adviser
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A new summary page where advisers can see key data from the quote and access related documents
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Introduction of the innovative Quote Comparison option where advisers can quickly generate up to four different quotes for the same client with the option to view and print a comparison summary
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A quote retrieval system where advisers can search all quotes created against their agency code for up to 90 days.
Ross Dunlop, Head of E-Business at Standard Life, said: "We knew we had to make some changes to the quote and apply service to make it RDR ready so we took the opportunity to speak to advisers and find out what improvements they wanted. The changes we have made are designed to save advisers time while helping them reduce risk in their business with greater automation.
"With our RDR-ready products and support services in place, Standard Life is helping advisers help their clients in a more efficient and professional way."
A demo of the new quote and apply service is now available at:
www.adviserzone.com/adviser/public/adviserzone/sitesupport/quoteandapply
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