More improvements on the Aviva Platform

Carry out a Joint Bed and ISA on the Aviva Platform. Sorted.

We’ve improved our Platform functionality, so you’re now able to carry out a Joint Bed and ISA on the Aviva Platform, rather than calling our operations team.

To do this, your client's single ISA account and Joint Investment Portfolio (GIA) must be linked within the system. If linked, the joint Investment Portfolio (GIA) will appear in the dropdown ‘Go to a related portfolio’ below the customer’s name in their individual header account.

Our Bed and ISA video shows you how to complete the process.

Streamlined projections to save you time. Sorted.

Terry Jeal is a Senior Pricing Development Manager. His team have pioneered a series of ‘What if’ projections, which allow you to model projections against a number of different scenarios. Options include changing withdrawals, assets and contribution details for a projection that is already pre-populated with your client’s details. No need to start a new quote each time, but you’ll still get a quote for each ‘What if’ projection you create.

Bulk switching that leaves no one out. Sorted.

If a client has a transaction in process when you switch a group of clients from one model to another, they won’t get left behind! Chris O’Loughlin, Senior Product Manager, has worked with his team to create a queuing process for non-switched clients. As soon as the inflight transaction completes, all clients who had a transaction in process when the switch took place will automatically be switched at the earliest possible point. You won’t need to manually switch over clients or exclude them from the bulk switch – the Platform will do it all for you.

A place to compare ESG investment solutions. Sorted.

Colin Watling is a Senior Strategic Change Manager, working within our ESG team. Together, they have created two new comparison capabilities as part of the ESG tool. The ESG Sandbox is an isolated testing environment, where you can experiment with different funds and see how each one could affect the ESG credentials of an existing portfolio or start a new portfolio from scratch, without needing to set up a client profile first.

Want to look for alternative funds that suit your client’s preferences, including any industries they want to avoid? The Search and Compare feature will help you do exactly that! Compare against existing funds within a client’s portfolio, or search for funds that reflect your client’s current or updated investment preferences.

Clear and comprehensive client reports. Sorted.

Jon Darcey and his colleagues worked tirelessly to improve Platform client reports. They focused on changing how reports are displayed and calibrated to create clear visual representations of investments that clients can easily understand.

You can also add your own branding and choose the content order.

Jon said, “Advisers told us they wanted to be able to customise client reports and add their firm logo, so we worked hard to make this happen.”

You can now get a CGT report in a couple of clicks. Sorted.

Sadia Din worked in the team responsible for improving the CGT functionality on the platform. Thanks to their efforts, you can now generate a CGT report in just a couple of clicks.

Paperless communications at your clients’ fingertips. Sorted.

Jenny Garbutt’s team introduced the paperless option for Aviva Platform clients. They can choose to receive the majority of communications paperless via MyAviva, our online customer portal. 

Client payment reliability, even when a fund closes. Sorted.

When fund closures happen within a model portfolio, it’s nobody’s “fault” – just one of those things. But delays or problems in clients receiving their payments? Not okay, according to Chris O’Loughlin and colleagues. They’ve created a process that ensures your clients get the amount of money they asked for as soon as they need it, not after days of form-filling and phone calls.