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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The cash management option that puts you in control

The new Cash Management feature on the Aviva Platform offers additional trading flexibility, by reducing the amount of automated platform trading for fees and charges on your client's account.

Visit the cash management hub

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.

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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).