Holarc Wealth Companion

Connects insurer portals in background tabs using saved Holarc Wealth logins, relays verification and captures quote PDFs.

Holarc Wealth Companion connects Holarc Wealth with insurer portals, helping wealth managers prepare quotes and keep quote documents with the correct client record. With Companion, you can: • Open supported insurer portals using credentials saved in Holarc Wealth. • Follow connection progress and complete verification when an insurer requests it. • Send quote information to supported quoting screens. • Capture supported quote PDF downloads and save them to Holarc Wealth. • Resume a valid portal connection after refreshing Holarc Wealth. • Stop automated activity when needed. Companion requires a Holarc Wealth account and your own authorised insurer portal access. Supported features vary by insurer. Some steps require your input, including one-time PINs, CAPTCHAs and additional quote information. Companion works with Holarc Wealth and does not provide independent financial advice or guarantee that an insurer will issue a quote.