The power of light speed
The new Prudential online ISA service makes it easier to do business with us with a 3 minute end to end application process and easy control over client management.
Your dashboard - for control and flexibility
We think the biggest benefit to the new online ISA service is giving you access to a dashboard where you can see all of your Prudential ISA client records in one place. Which means you have control and and flexibility over the management of your clients investments, in a safe, secure, efficient and intuitive environment - available when you need it.
This online service gives you control over your advice and the application process via the dashboard, so you can see real time case tracking, manage client records and do bulk valuations.
And stay up to date on..
- current valuations
- valuation history
- bulk valuation data for all your Prudential ISA clients
- transactions on your client’s ISA
- your client’s documents, including statements
- fund choice: a range of actively managed funds available to suit different attitudes to risk