Getting started


The Platform Adoption team is on hand to set you up on the platform.
So you’ll be supported, every step of the way.

Contact us to find out more

We’ll support you every step of the way, fully understanding your needs and helping you get the best out of the platform.

Service and support

Account support

  • Business Development Managers (BDM)
  • Adoption team
  • In-house dealing desk

Technical support

  • Award winning technical team
  • Client services
  • Technical hubs

Training support

  • Support guides
  • Adoption process

Onboarding experience

Step 1

As you get set up, you'll have a dedicated, proactive Platform Adoption Consultant who'll help you, every step of the way.
 

Step 2

They'll organise platform training to meet your needs, in a way that works for you. And, importantly, help you set up your first clients on platform and take care of your first application.

Step 3

Once you're confident using the platform, we'll put you in touch with your ongoing key contacts in the Customer Service team. They'll support you with day-to-day queries.
 

Step 4

Your Platform Adoption team will still be there for you. We'll keep in regular contact after you've joined, providing support with any platform training you need in the future.
 

Additional information

Key resources

Whatever you want to know about the M&G Wealth Platform

 

 

Key resources

Due diligence

What makes the M&G Wealth Platform a great platform for you and your clients?


Due diligence

Don't take our word for it

What’s it like, working with M&G Wealth Platform? We asked a few of our firms to share their experiences.


See what they have to say

We listen and use your feedback to improve

“Dialogue at our adviser boards, user panels, and numerous onsite visits shaped the focus for our service improvements and new team structure. We plan to continue to work alongside advisers, para-planners and admin teams to understand practical service challenges first hand.

This approach means we’ve tested, learned and gradually improved over time. However, we must maintain a high level of two-way communication, and a sharing ethos, to continue to develop and improve, as we move into the next phase of the operating model improvements.”

Heather Curtis, Head of Platform Customer Experience, M&G Wealth

Get started with the M&G Wealth Platform

A platform to support you, your clients and their families throughout their financial journey. Helping you deliver options pre and at retirement as well as a truly intergenerational wealth solution.

Request a demo

Whether you need to get in touch with regards to using the platform, or if you’d like to know more about how M&G Wealth Platform can support your business. We would love to hear from you.

Contact us

Sales Team

If you’d like to know more about how M&G Wealth Platform can
support your business, our experienced staff are here to help.

Platform Customer Services

Please get in touch if you need help with the platform
or have any questions.