Back office integration
We work with back office suppliers to integrate our products with a range of adviser CRM systems. Available services include:
- contract enquiry: for valuations and fund information
- bulk valuations: information updates automatically for Aviva Platform policies, and generates a report for manual upload for packaged products. If your adviser CRM does not offer bulk valuations for Aviva Platform policies, you can manually download the bulk valuation report from the business reporting section of the Aviva Platform
- electronic statements: advice charges and commission statements for automatic reconciliation within your CRM system
See which services are available by product and back office supplier:
2Plan
Assyst
Adviser Cloud
Best Practice/Enable
Bluecoat/FinPlan
Centology
DT - Dynamic Planner
Durell
Focus Solutions
IFAM
Intelliflo
Iress - Adviser Office
Iress - Xplan
JCS
MoneyInfo
Sprint/Fastrack
SSP
Synaptic
Time4Advice
True Potential
Wealthcraft
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.
Assureweb
Iress (Exchange)
TOMAS
Webline
Remuneration
EDI Commission messaging
You can receive your firm’s commission statements electronically using Aviva’s EDI commission messaging service.
Find out more about commission messaging
What products does it cover?
How do I register for commission messaging?
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 see the message 'Access Denied' when logging in to these services, please use the left-hand menu to continue to the service you require. This is a known issue which we will fix shortly. We apologise for any confusion that this may cause.
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.
The ex-Friends Life (ex-AXA policies) contract enquiry service is only available for existing users. If you need to associate a new Unipass certificate to an existing user ID, please email ECSD@aviva.com
You can also register for our Aviva EDI commission messaging service. Find out more.
Arrange a demo
For more information about our adviser services, or to arrange a live demonstration of the site, call:
0800 092 9448
9.00 am to 5.00 pm, Monday to Friday
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.