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BULK VALUATION SERVICES

USING BULK VALUATIONS TO MAKE LIFE EASIER

Scottish Widows Platform bulk valuations are now available to intelliflo Office.

We know obtaining and consolidating valuations for client portfolios can be a time consuming task. We offer bulk valuation services with intelliflo Office (iO) enabling users to receive daily valuations for plans invested with us.

Registering for this service is simple. Fill out the form below and we will be in touch.

Note: You will need your iO tenant ID. This is a numerical number with a maximum of five digits that’s included in your iO Store username. You can find this in the top right hand corner of iO when you’re logged in.

REGISTER FOR THIS SERVICE

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YOUR DUE DILIGENCE, SORTED

It is important for any platform you select to be geared up to support the delivery of your segmented client service and investment proposition. Our due diligence guide can help you with this process.

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