Back office integration
The use of integrated technology to drive adviser business efficiency and customer engagement is a key driver in shaping the savings and retirement market, and a fundamental part of our platform strategy. Below you will see a list of integrated data services all of which could be available to your chosen CRM of choice. If you scroll down to the CRM you use, you will see who you can contact to make sure you are set up and able to use your client data through the consumption of these services. The services include:
- Bulk Valuations provides valuation and fund information for clients with Aviva Platform products
- Bulk Transactional History providing all monies in and all monies for clients who hold Aviva Platform products
- Contract Enquiry: for legacy bonds and pensions valuations and fund information
- Digital statements which include Advice Charges and commission statements which will enable automatic and efficient reconciliation of fees and commission within your CRM system
2Plan Show more Show less
To get set up and ready to use these services please contact Administration@2plan.com or call 0113 302 1360
| Service | Available for Aviva |
|---|---|
| Contract Enquiry Bonds | Yes |
| Contract Enquiry Pensions | Yes |
| Contract Enquiry Platform | Yes |
| Bulk valuations | No |
| Bulk Transactional History | No |
| Digital commission statements | Yes |
| Digital Adviser Charge statements | Yes |
| Quote and Apply | No |
| Connected to the Origo Integration Hub for one service or more | No |
Adviser Cloud Show more Show less
To get set up and ready to use these services please call Assyst software on 03330 144 490 or email enquiries@advisercloud.co.uk
| Service | Available for Aviva |
|---|---|
| Contract Enquiry Bonds | Yes |
| Contract Enquiry Pensions | Yes |
| Contract Enquiry Platform | Yes |
| Bulk valuations | No |
| Bulk Transactional History | No |
| Digital commission statements | Yes |
| Digital Adviser Charge statements | Yes |
| Quote and Apply | No |
| Connected to the Origo Integration Hub for one service or more | Yes |
AdviceObjects Show more Show less
To get set up and ready to use these services please email support@adviceobjects.com or click this link to book a meeting with AdviceObjects.
| Service | Available for Aviva |
|---|---|
| Contract Enquiry Bonds | No |
| Contract Enquiry Pensions | No |
| Contract Enquiry Platform | No |
| Bulk valuations | Yes |
| Bulk Transactional History | Yes |
| Digital commission statements | No |
| Digital Adviser Charge statements | No |
| Quote and Apply | No |
| Connected to the Origo Integration Hub for one service or more | Yes |
Assyst Show more Show less
To get set up and ready to use these services please call Assyst software 01793 845511 or click here to complete the contact us form.
| Service | Available for Aviva |
|---|---|
| Contract Enquiry Bonds | Yes |
| Contract Enquiry Pensions | Yes |
| Contract Enquiry Platform | Yes |
| Bulk valuations | No |
| Bulk Transactional History | No |
| Digital commission statements | Yes |
| Digital Adviser Charge statements | Yes |
| Quote and Apply | No |
| Connected to the Origo Integration Hub for one service or more | Yes |
Benchmark-Enable Show more Show less
To get set up and ready to use these services please call 01403 334455 or click here to complete the contact form.
| Service | Available for Aviva |
|---|---|
| Contract Enquiry Bonds | Yes |
| Contract Enquiry Pensions | Yes |
| Contract Enquiry Platform | Yes |
| Bulk valuations | Yes |
| Bulk Transactional History | No |
| Digital commission statements | Yes |
| Digital Adviser Charge statements | Yes |
| Quote and Apply | No |
| Connected to the Origo Integration Hub for one service or more | Yes |
Centology Show more Show less
To get set up and ready to use these services please call 0345 646 1055 or click here to complete the contact form.
| Service | Available for Aviva |
|---|---|
| Contract Enquiry Bonds | No |
| Contract Enquiry Pensions | No |
| Contract Enquiry Platform | No |
| Bulk valuations | Yes |
| Bulk Transactional History | Yes |
| Digital commission statements | Yes |
| Digital Adviser Charge statements | Yes |
| Quote and Apply | No |
| Connected to the Origo Integration Hub for one service or more | Yes |
DT - Dynamic Planner Show more Show less
To get set up and ready to use these services please call Dynamic planner on 0333 6000 500 or email support@dynamicplanner.com
| Service | Available for Aviva |
|---|---|
| Contract Enquiry Bonds | Yes |
| Contract Enquiry Pensions | Yes |
| Contract Enquiry Platform | No |
| Bulk valuations | Yes |
| Bulk Transactional History | No |
| Digital commission statements | Yes |
| Digital Adviser Charge statements | Yes |
| Quote and Apply | No |
| Connected to the Origo Integration Hub for one service or more | No |
Durell Show more Show less
To get set up and ready to use these services please call Durell on 01823326324 or email enquiries@durell.co.uk
| Service | Available for Aviva |
|---|---|
| Contract Enquiry Bonds | No |
| Contract Enquiry Pensions | Yes |
| Contract Enquiry Platform | Yes |
| Bulk valuations | No |
| Bulk Transactional History | No |
| Digital commission statements | Yes |
| Digital Adviser Charge statements | Yes |
| Quote and Apply | No |
| Connected to the Origo Integration Hub for one service or more | No |
Fairstone – Gateway Show more Show less
| Service | Available for Aviva |
|---|---|
| Contract Enquiry Bonds | No |
| Contract Enquiry Pensions | No |
| Contract Enquiry Platform | No |
| Bulk valuations | Yes |
| Bulk Transactional History | Yes |
| Digital commission statements | No |
| Digital Adviser Charge statements | No |
| Quote and Apply | No |
| Connected to the Origo Integration Hub for one service or more | Yes |
Focus Solutions Show more Show less
To get set up and ready to use these services please click here to complete the contact form.
| Service | Available for Aviva |
|---|---|
| Contract Enquiry Bonds | No |
| Contract Enquiry Pensions | No |
| Contract Enquiry Platform | Yes |
| Bulk valuations | No |
| Bulk Transactional History | No |
| Digital commission statements | Yes |
| Digital Adviser Charge statements | Yes |
| Quote and Apply | No |
| Connected to the Origo Integration Hub for one service or more | No |
IFAM Show more Show less
| Service | Available for Aviva |
|---|---|
| Contract Enquiry Bonds | Yes |
| Contract Enquiry Pensions | Yes |
| Contract Enquiry Platform | Yes |
| Bulk valuations | No |
| Bulk Transactional History | No |
| Digital commission statements | Yes |
| Digital Adviser Charge statements | Yes |
| Quote and Apply | No |
| Connected to the Origo Integration Hub for one service or more | No |
Intelliflo Show more Show less
To get set up and ready to use these services please click here to contact Intelliflo.
| Service | Available for Aviva |
|---|---|
| Contract Enquiry Bonds | Yes |
| Contract Enquiry Pensions | Yes |
| Contract Enquiry Platform | Yes |
| Bulk valuations | Yes |
| Bulk Transactional History | Yes |
| Digital commission statements | Yes |
| Digital Adviser Charge statements | Yes |
| Quote and Apply | No |
| Connected to the Origo Integration Hub for one service or more | Yes |
Iress - Xplan Show more Show less
To get set up and ready to use these services please email Iress at support@iress.co.uk or call them 03450 683000
| Service | Available for Aviva |
|---|---|
| Contract Enquiry Bonds | Yes |
| Contract Enquiry Pensions | Yes |
| Contract Enquiry Platform | No |
| Bulk valuations For the set up process please click here and log on to Iress's community. | Yes |
| Bulk Transactional History | No |
| Digital commission statements | Yes |
| Digital Adviser Charge statements | Yes |
| Quote and Apply | No |
| Connected to the Origo Integration Hub for one service or more | No |
JCS Show more Show less
To get set up and ready to use these services please email techsupport@talkjcs.com or call them on 03450 049 599 option 1
| Service | Available for Aviva |
|---|---|
| Contract Enquiry Bonds | Yes |
| Contract Enquiry Pensions | Yes |
| Contract Enquiry Platform | Yes |
| Bulk valuations | No |
| Bulk Transactional History | Yes |
| Digital commission statements | Yes |
| Digital Adviser Charge statements | Yes |
| Quote and Apply | No |
| Connected to the Origo Integration Hub for one service or more | Yes |
MoneyInfo Show more Show less
To get set up and ready to use these services please email mail@moneyinfo.com or call them on 03303 600 300
| Service | Available for Aviva |
|---|---|
| Contract Enquiry Bonds | Yes |
| Contract Enquiry Pensions | Yes |
| Contract Enquiry Platform | Yes |
| Bulk valuations | Yes |
| Bulk Transactional History | No |
| Digital commission statements | Yes |
| Digital Adviser Charge statements | Yes |
| Quote and Apply | No |
| Connected to the Origo Integration Hub for one service or more | Yes |
Ningi Show more Show less
| Service | Available for Aviva |
|---|---|
| Contract Enquiry Bonds | No |
| Contract Enquiry Pensions | No |
| Contract Enquiry Platform | No |
| Bulk valuations | Yes |
| Bulk Transactional History | Yes |
| Digital commission statements | Yes |
| Digital Adviser Charge statements | Yes |
| Quote and Apply | No |
| Connected to the Origo Integration Hub for one service or more | Yes |
Plannr Show more Show less
| Service | Available for Aviva |
|---|---|
| Contract Enquiry Bonds | No |
| Contract Enquiry Pensions | No |
| Contract Enquiry Platform | No |
| Bulk valuations | Yes |
| Bulk Transactional History | No |
| Digital commission statements | Yes |
| Digital Adviser Charge statements | Yes |
| Quote and Apply | No |
| Connected to the Origo Integration Hub for one service or more | Yes |
Sprint/Fastrack Show more Show less
To get set up and ready to use these services please call them on 0333 242 7667 or click here to complete the contact form.
| Service | Available for Aviva |
|---|---|
| Contract Enquiry Bonds | Yes |
| Contract Enquiry Pensions | Yes |
| Contract Enquiry Platform | No |
| Bulk valuations | Yes |
| Bulk Transactional History | Yes |
| Digital commission statements | No |
| Digital Adviser Charge statements | No |
| Quote and Apply | No |
| Connected to the Origo Integration Hub for one service or more | No |
SSP Show more Show less
| Service | Available for Aviva |
|---|---|
| Contract Enquiry Bonds | Yes |
| Contract Enquiry Pensions | Yes |
| Contract Enquiry Platform | Yes |
| Bulk valuations | No |
| Bulk Transactional History | No |
| Digital commission statements | Yes |
| Digital Adviser Charge statements | Yes |
| Quote and Apply | No |
| Connected to the Origo Integration Hub for one service or more | Yes |
Synaptic Show more Show less
To get set up and ready to use these services please call them on 0800 783 4477 or email customersuccess@synaptic.co.uk
| Service | Available for Aviva |
|---|---|
| Contract Enquiry Bonds | Yes |
| Contract Enquiry Pensions | Yes |
| Contract Enquiry Platform | Yes |
| Bulk valuations | Yes |
| Bulk Transactional History | No |
| Digital commission statements | Yes |
| Digital Adviser Charge statements | Yes |
| Quote and Apply | No |
| Connected to the Origo Integration Hub for one service or more | Yes |
Time4Advice Show more Show less
To get set up and ready to use these services please call them on 0800 032 3774
| Service | Available for Aviva |
|---|---|
| Contract Enquiry Bonds | Yes |
| Contract Enquiry Pensions | Yes |
| Contract Enquiry Platform | Yes |
| Bulk valuations | Yes |
| Bulk Transactional History | Yes |
| Digital commission statements | Yes |
| Digital Adviser Charge statements | Yes |
| Quote and Apply | No |
| Connected to the Origo Integration Hub for one service or more | Yes |
True Potential Show more Show less
To get set up and ready to use these services please email adviserservices@tpllp.com or call 0191 242 4876
| Service | Available for Aviva |
|---|---|
| Contract Enquiry Bonds | Yes |
| Contract Enquiry Pensions | Yes |
| Contract Enquiry Platform | Yes |
| Bulk valuations | No |
| Bulk Transactional History | No |
| Digital commission statements | Yes |
| Digital Adviser Charge statements | Yes |
| Quote and Apply | No |
| Connected to the Origo Integration Hub for one service or more | No |
Twenty7tec/FinPlan Show more Show less
To get set up and ready to use these services please call 0845 226 0720 or email sales@bluecoatsoftware.com
| Service | Available for Aviva |
|---|---|
| Contract Enquiry Bonds | Yes |
| Contract Enquiry Pensions | Yes |
| Contract Enquiry Platform | Yes |
| Bulk valuations | Yes |
| Bulk Transactional History | Yes |
| Digital commission statements | Yes |
| Digital Adviser Charge statements | Yes |
| Quote and Apply | No |
| Connected to the Origo Integration Hub for one service or more | Yes |
Wealthcraft Show more Show less
To get set up and ready to use these services please call them on 0203 873 5566 or email them on wavsupport@praemium.com
| Service | Available for Aviva |
|---|---|
| Contract Enquiry Bonds | Yes |
| Contract Enquiry Pensions | Yes |
| Contract Enquiry Platform | Yes |
| Bulk valuations | Yes |
| Bulk Transactional History | No |
| Digital commission statements | Yes |
| Digital Adviser Charge statements | Yes |
| Quote and Apply | No |
| Connected to the Origo Integration Hub for one service or more | Yes |
Portal integration
From protection products to annuities, pensions to investment plans, many of our products appear on portals. For some products, you can also use the quote and other back office data to pre-populate application forms.
Find out at a glance in the tables below which services we offer for each product through the portals.
Air Sourcing Show more Show less
| Product family | Product | Quote | Apply |
|---|---|---|---|
| Retirement | Equity Release | Yes | Yes |
Advise Wise Show more Show less
| Product family | Product | Quote | Apply |
|---|---|---|---|
| Retirement | Equity Release | Yes | Yes |
Assureweb Show more Show less
| Product family | Product | Quote | Apply |
|---|---|---|---|
| Protection | Life Insurance+ | Yes | Yes |
| Critical Illness+ | Yes | Yes | |
| Income Protection+ | Yes | Yes |
Iress (Exchange) Show more Show less
| Product family | Product | Quote | Apply | |
|---|---|---|---|---|
| Protection | Life Insurance+ | Yes | Yes | |
| Critical Illness+ | Yes | Yes | ||
| Income Protection+ | Yes | Yes | ||
| Retirement | Equity Release | Yes | Yes | |
Webline Show more Show less
| Product family | Product | Quote | Apply |
|---|---|---|---|
| Protection | Life Insurance+ | Yes | Yes |
| Critical Illness+ | Yes | Yes | |
| Income Protection+ | Yes | Yes |
Remuneration
Find out more about commission messaging Show more Show less
Commission data is sent electronically in an industry standard XML format, on a weekly or monthly basis. Commission data is provided at firm level and includes the following data items:
- client name
- policy number
- commission amount
- product type
The data is sent using a 3rd party hub called 'Opentext' which allows the data to be converted into other formats, such as Excel csv.
By using industry standards, Aviva data can be combined with data from other product providers to give you an overview of all your commission payments.
You can import the data files into your back office system for reconciliation and allocation to each adviser in your firm.
What products does it cover? Show more Show less
Commission messaging covers all Aviva products that are currently paying commission to your firm, including ex-Friends Life products.
How do I register for commission messaging? Show more Show less
You can register for EDI commission messaging by emailing our agency team ACINFO@aviva.com
Ex-Friends Life services
Services for ex-Friends Life policies
Ex-Friends Life online services (ex-Friends Provident policies) are available using your existing Unipass or user ID and password. This will give you access to the following services:
- Bulk data download
- Commission download
- Commission enquiry
- You can associate a Unipass certificate to an existing user ID online.
If you are a new user you can register for ex-Friends Provident online services online, including contract enquiry. For commission enquiry and commission download you will also need to complete and return our commission enquiry authority letter.
Online resources
Investment centre (formerly Fund centre)
Aviva's Investment centre contains all the tools and information you need to complete your fund research. Access daily fund prices and performance across life, pension and collectives fund ranges.
Our Investment centre includes additional Aviva Platform portfolio tools, including portfolio analysis and income analysis.
Document library
Our adviser document library contains all our current product literature, including terms and conditions, key features, application forms and product brochures.
Tools and calculators
Our tools and calculators for advisers and customers, from mortgage interest to drawdown, IHT and beyond, tons of tricky tasks made simple.
Also available in online services
Online services overview
Find out about the online services we offer and get links to the support you need.
Getting started
If you are new to the site, you can see an overview of the online services we offer, and find out how to get started.
Aviva Platform support
To help you use the system with confidence we’ve developed a series of tools to walk you through the key processes.
Protection services support
ALPS is Aviva Life Protection Solutions, our online protection system for advisers.