As the way we work continues to evolve, we’re developing new ways to help you get the most out of our online services. At Aviva, we’re excited to tell you about our award winning client reporting. Download our Guide to the Aviva Platform client report for detailed information.
New working tools for new working practices
For many, face-to-face meetings remain the exception rather than the norm, and this in turn places more emphasis on ensuring the paperwork customers receive is as comprehensive and detailed as possible.
Our new client reporting innovations will play a key role in creating a document that not only benefits clients, but demonstrates the value advisers bring to their investments. Watch this adviser testimonial video to hear how the improved functionality is making a difference.
We have several new functions for you to use, which means you can:
- Customise your report content, tailoring it to your client by selecting or deselecting report content, embedding adviser commentary and add your firm logo. You can even change the order of the report sections, to align it to the way you conduct client reviews
- View MiFID II costs and charges, as this report is now available for collective accounts in client reports. You can produce ex-post disclosures for whichever reporting period you choose
- Make benchmarking bespoke, allowing you to create your own benchmarks or use the system to create a report based on your clients’ holdings.
Want a step-by-step guide?
Making your client reports bespoke offers a real opportunity to demonstrate value and promote your company.
Download our Aviva Platform - guide to client report bespoking and follow the step-by-step process to creating your personalised report.
Aviva wins Best use of Technology at Platform Awards
Aviva, together with FE fundinfo, is pleased to have won the award for best use of technology for our client reporting at Schroders UK Platform Awards 2020. This award was voted for by an independent panel of experts.