Aviva Platform videos

Here are some useful Aviva Platform training support videos

Assets & Client access

Asset selection, how to choose models

Here's how you can do it on the Aviva Platform   

Video run time 1.12

Watch the video about Asset selection, how to choose models

Documentation

Here's how you can do it on the Aviva Platform   

Video run time 1.21

Watch the video about Documentation

Functionality

Bed & ISA - Application

Here's how you can do it on the Aviva Platform   

Video run time 2.41

Watch the video about Bed & ISA - Application

ISA Portfolio, a flexible ISA

Here's how you can do it on the Aviva Platform

Video run time 2.37

Watch the video about ISA Portfolio, a flexible ISA

Natural Income

Here's how you can do it on the Aviva Platform

Video run time 1.37

Watch the video about Natural Income

Transfer Tracker

Here's how you can do it on the Aviva Platform   

Video run time 2.48

Watch the video about Transfer Tracker

Quote & Apply

Phased Drawdown - Quote

Here's how you can do it on the Aviva Platform   

Video run time 4.05

Watch the video about Phased Drawdown - Quote

Phased Drawdown - Application

Here's how you can do it on the Aviva Platform   

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Watch the video about Phased Drawdown - Application

Projections

Here's how you can do it on the Aviva Platform

Video run time 1.20

Watch the video about Projections

Reporting

Business Reporting

Here's how you can do it on the Aviva Platform

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Watch the video about Business Reporting

ESG Profiling Tool

Here's how you can do it on the Aviva Platform   

Video run time 4.22

Watch the video about ESG Profiling Tool

Client Reporting

Here's how you can do it on the Aviva Platform   

Video run time 3.02

Watch the video about Client Reporting

Requesting a Capital Gains report

Here's how you can do it on the Aviva Platform

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Watch the video about Requesting a Capital Gains report

Trading

Bulk Switch

Here's how you can do it on the Aviva Platform   

Video run time 2.25

Watch the video about Bulk Switch

The 'Buy' process

Here's how you can do it on the Aviva Platform

Video run time 2.03

Watch the video about The 'Buy' process

The 'Sell' process

Here's how you can do it on the Aviva Platform

Video run time 1.25

Watch the video about The 'Sell' process

The 'Switch' process

Here's how you can do it on the Aviva Platform

Video run time 2.07

Watch the video about The 'Switch' process

Withdrawals 

Ad hoc Withdrawals

Here's how you can do it on the Aviva Platform

Video run time 2.09

Watch the video about Ad hoc Withdrawals

Single Drawdown - New client

Here's how you can do it on the Aviva Platform

Video run time 3.50

Watch the video about Single Drawdown - New client

Single Drawdown - Existing client

Here's how you can do it on the Aviva Platform

Video run time 2.55

Watch the video about Single Drawdown - Existing client

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