Service is the key to success

11 Oct 2024

For Al Ward, Head of Adviser Platform, ‘service is critical, it’s the key to success.’ At Aviva, we believe service comes first and our team play an important role in making sure we put it into practice. 

Whether you need help before, during or after a sale, our Business Development Managers (BDMs) and Platform Adoption Consultants (PACs) are always on hand to support you. With their extensive knowledge and expertise, they’ll help you get the most from the Aviva Platform. We know your time is valuable, so we’ll do what we can to help you provide the service you and your clients expect.  

The Aviva Platform takes the hassle out of tracking transfers

You can check how your transfers are doing on the Aviva Platform in just a few minutes. Watch our video on how to use the Transfer Tracker and other time-saving tools.

 

It’s easy for clients to check their investments 24/7 on MyAviva

MyAviva is here to make life easier for you and your clients. They can keep an eye on their investments around the clock, giving you more time back.

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Business efficiency through Integrated Technology

The use of integrated technology to drive adviser business efficiency is a fundamental part of our platform strategy. Discover our back office and third-party support including valuations, bulk transactional history and more. 

 

 

 

Quick and easy cash transfers

Transfers can take as little as 48 hours, giving you your time back and minimising the time your clients money is disinvested. You can also transfer in bulk using our Asset Transition Service. Our guide to transfers on the Aviva Platform has all the information you need.

Find out more

Lighten your load with Signature-Lite

It's easy to manage client declarations with Signature-Lite for key adviser journeys, simply scan or photograph the signature and upload. Find out more in the Signature-Lite section of the Aviva Platform User Guide.

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We’re always on hand to help you

Our experts are here to support you at every stage. Whether it’s initial training on our Platform, or support with specific cases, you can depend on our experienced and reliable Business Development Managers (BDMs) and Platform Adoption Consultants (PACs).

 

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

 

Sadia Din works 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.

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.”

Read our guide to client report bespoking, here. [lf50448]

Paperless communications at your clients’ fingertips. Sorted.

Jenny Garbutt’s team introduced the paperless option for Aviva Platform clients. They can choose to go 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.