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 client reporting upgrades now available.
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.
The increased significance of the client report, following the effects of the pandemic, are clearly highlighted in research carried out by the lang cat for Aviva. It shows how, in the absence of face-to-face client meetings, the client report has become an even more integral part of the client/adviser relationship.
Our new client reporting innovations will play a key role in creating a document that genuinely gives value to your clients and demonstrates the value advisers bring to their investments.
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 adding company logos. 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 guide and follow the step-by-step process to creating your personalised report.