Scottish Widows Non-Platform Valuation💡Feature RequestIntegrationApr 7, 2025can you please set up Scottish Widows Non-Platform Valuations ?Posted by Darren Waller · Apr 7, 2025Status: Accepting Feedback5 comments19
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Comments5
Sonni Assi
Oct 9, 2025
do they now feed through.
Susan Lafferty
Oct 5, 2025
Couldnt agree more with the comments. It’s a big loss to not have this on a CRM.
David Ford
Jun 25, 2025
We have over 400 client policies whos values are not currently being up dated on a regular basis. This is essential for my ongoing client servicing
Andy Waller
Jun 25, 2025
It has been a while for this one - any movement as this would be really great to have these valuations as we have many £millions with them
Jeff Scripps
Jun 25, 2025
Business Critical now