Available by registering free of charge on the A4A website (www.aviva-for-advisers.co.uk), the new system provides advisers with everything they need to fully support and service their clients quickly and securely, in one place.
Platform portfolios open to Aviva for Adviser users, at no cost
One clear website with all Life products
View and manage all clients’ holdings, including aggregated valuations
Quote and apply functionality for complete product range
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The integrated online system is designed to help advisers view and manage all their existing clients’ holdings together, including all platform portfolios, investments, protection and retirement planning products.
Aimed at helping advisers to drive down costs and remain profitable in a post Retail Distribution Review (RDR) market, the new system will help simplify and streamline business models resulting in increased efficiency.
Aviva’s Intermediary Director, Andy Beswick, says: "As advisers adjust to a new world following the implementation of the RDR, minimising costs and maximising efficiency has never been more important. By bringing together all their clients’ information and the tools they need to support their clients onto one website we’ve taken a major step forward and we’re proud to be the first in the market to be offering this kind of functionality.
"Advisers don’t see their new and existing business in different ways, so regardless of whether they’re dealing with us for the first time, or have been with us for many years, we want it to be as seamless and stress-free as possible.
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By GlobalData"We recognise the importance of continually evolving our technology to align with advisers’ business models and this new system clearly demonstrates our on-going commitment to the intermediary market."
Advisers can use the system as part of a holistic customer solution or as a simple customer transaction – allowing them to use our products and services in the way that best fits with their clients’ and business needs.
