Managing your clients (PDF)
Our third training guide takes you through the platform’s intuitive layout and navigation, making it easy to manage your clients and quickly access and review their investments.
Watch our video for a guide to managing your clients on the upgraded platform. This includes searching for clients, viewing the client summary, product history and previous transactions.
Watch our video for a guide to fund switches on the upgraded platform.
Find out how to top up your clients' existing Aegon Platform products.