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After following these steps, you should be ready to start viewing your client’s valuations through your chosen back office provider, saving you time and effort.
From within Adviser Office Database Administration, click on Display/User Monitor and double click on the user you would like to grant permissions to. This will open the dialogue box below.
Select the Update Links tab. Locate AXA Wealth in the list and double click on it. This will open the Account Details dialogue box below.
Tick the Enabled checkbox and enter the user's AXA Wealth registration details; their username (their email address) and password. Then click OK.
To change your password in Adviser Office, open Client Management. Select Update Links from the Maintenance menu. In the list locate and highlight AXA Wealth. In the Change Password section, enter your new password.
Should you experience any difficulties setting up the back office system please call IRESS Adviser Service on 0845 068 3000.
Open the Contract Enquiry Utility screen by double clicking on the ‘Ce’ icon.
In the 'Settings' menu select the 'Provider Settings' option.
Select AXA Wealth from the provider list and enter the User Name and Password you registered with on the AXA Wealth’s website in the credentials section and click OK.
Please be aware that when you amend your AXA Wealth password you must also change the provider settings within Client Care Desktop.
Should you experience any difficulties setting up the back office system please call Capita Financial Software on 01279 756 060.
Choose My Setup > Portals > Registration
Select the Contract Enquiry Tab and add an entry for each provider required. For example, choose ‘AXA Wealth’ and then enter your Username and Password as registered on the AXA Wealth website.
This set up only needs to be carried out once per user.
Intelligent Office will pass these details across automatically to AXA Wealth as part of the message it sends. Naturally if you change your password with AXA Wealth then you must also change it in Intelligent Office.
Should you experience any difficulties setting up the back office system please call IntelliFlo Software on 0845 230 3700.
From the main Fact Find screen select the Provider Link option from the Tools menu at the top of the screen.
From the main Provider Link page, select Options from the Tools menu at the top of the screen.
Search for the Provider name of “AXA Wealth”, and extend the tab as shown and enter the required details. Please note that when you change your password on the AXA Wealth website, you will also be required to amend your password in the ProviderLink software.
Should you experience any difficulties setting up the back office system please call Plum Software on 0845 345 8456.