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At Scottish Widows Platform, we offer a digital experience designed to equip you with the products, tools and resources to help you deliver the best possible outcomes for your clients.
We are committed to continuous investment in proposition enhancement, ensuring seamless and efficient integration of our technology with your business.
Our platform is built on a custom‑designed architecture, designed to meet your needs. Supported by a team of experts, we deliver a robust and reliable system that simplifies complex processes, allowing you to focus on what really matters: your clients.
Efficiency is at the core of our platform. With over 50 fully automated processes, you gain full control, significantly reducing the time and effort required for administrative tasks.
We’ve re-designed over 70% of customer journeys on the platform, creating an intuitive and easy-to-navigate user interface. Designed and controlled entirely in-house, our platform continually evolves based on invaluable feedback from advisers like you.
Our platform isn’t just advanced; it’s connected. Seamlessly integrating with leading back-office systems, tools and apps, we ensure a frictionless experience that streamlines your workflows, reduces admin time, and improves overall productivity.
Empowering you with cutting-edge planning and research tools enables informed decision-making when managing your clients’ portfolios. Our integrated Capital Gains Tax Tool allows you to calculate realised gains and losses incurred by your clients on the platform. Additionally, we seamlessly integrate with powerful tools such as EVPro and FE fundinfo, offering invaluable resources for in-depth analysis and research. Please discuss accessing EVPro with your Business Development Manager.