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.
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
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.
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
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.