Live Valuations

How to do Live Valuations in Adviser Cloud

Live Valuations

Adviser Cloud has internally developed a very fluid, slick valuations system that responds to platform errors with retries and allows ‘one-click’ valuation requests, providing unparalleled power to produce valuation reports.

 

 

How to do a Live Valuation

Within the people Tab - Select relevant person by clicking the view button next to that person.

 

 

 

Within the Product Summary for a person select a product from that person such as a Pension click blue open button. (Live Valuations can be performed on pensions or investments)

 

The following screen will be displayed.

 

Click the LIVE VALUATION button to perform a Live Valuation of the chosen product for the chosen person.

(Providers currently supported for live valuations are Nucleus & Transact)

 

 

After clicking the live valuation button the valuation process will begin, Press the green refresh button to get the latest status update.

 

 live_valuation_blank.PNG

 

Once the live valuation is complete the new valuation amount will appear in the list, as shown below.

 

 live_valuations_example.PNG

 

 

 

 

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