| Plum Software – the provider of IFA and mortgage broker software – has today announced that Canada Life has now gone live with its direct link to Plum to get online valuations. Using Plum software, users only need to enter the reference number and link it to the provider to be able to download fund names, number of units, price, valuations etc for all clients, supported providers and products using a single request. This includes all the currency details for offshore products.
Canada Life Ltd has completed the back office link to Plum as part of its major European technology project.
Alain Wolffe, Executive Director Wealth Management, said:
“We are pleased to add Plum Software to our back office links and we look forward to adding further links as we progress with our overall plans.”
Alain went on to highlight that:
“Again we have included offshore valuations via contract enquiry through Canada Life International with these links and we are grateful to Plum Software to incorporate this capability in the development of these links. The fact that Canada Life continues to invest in technology projects during the current time demonstrates our determination to support our IFAs and the consistency & strength that Canada Life stands for.”
Ann Dempster, Managing Director at Plum Software said:
“We’re delighted that our intermediaries will now be able to benefit from this direct link to both Canada Life and Canada Life International. Canada Life has been very proactive in ensuring that all aspects of their messages can be integrated into the Plum software. Integrations like these save our adviser clients many hours of valuable working time, which is vital in the current climate.” |
