New in Platform Analytics: Quickly identify ISA opportunities across your client bank
New Analytics features designed to help you spot ISA and Bed & ISA opportunities across your client bank more quickly
Finding ISA opportunities across your client bank just got easier. As part of our ongoing enhancements to Platform Analytics, we've introduced new features in Platform Analytics that bring key client insights in one place, helping you identify opportunities faster and have timely ISA planning conversations with clients.
Why we’ve made this change
We know that ISA planning conversations often happen under time pressure, particularly as tax deadlines approach. ISA Opportunities helps bring the key information together so it’s easier to spot relevant opportunities across your client bank and help you focus your time where it adds most value.
How can this tool help save you time?
Designed to reduce manual searching and make opportunity spotting easier, ISA Opportunities allows you to:
Whether you are reviewing your client bank or planning proactive conversations, ISA Opportunities can help you find relevant insights more efficiently and spend more time supporting your clients.
How does it work?
Transcript for video ISA
Log onto the Platform and click Platform Services.
Once in Platform Services, click Analytics.
You'll land on the summary screen, which shows AUA over time, an overview of ISA Opportunities, AUA by investment type, adviser and product type, as well as deposits and withdrawals.
To access ISA opportunities, select ISA Opportunities from the menu bar.
This will take you to the data for all ISA clients.
At the bottom of the page, you can increase the number of results displayed per page as required.
Download all the data to Excel or click the cog to configure the data to suit your requirements.
On this screen you can see clients with remaining ISA allowance where there is an ISA Opportunity.
You can also look at Bed and ISA Opportunities where there is remaining allowance and an investment in an investment portfolio.
You can use the filters to select data relating to a specific adviser, a specific client, or by opportunity.
Data can be exported to Excel at any time for further manipulation.
How can I try these features out?
They're now available for you within Analytics on the Aviva Platform.
You can find ISA Opportunities within Analytics on the Aviva Platform. It's the latest development designed to help you work more efficiently and uncover client opportunities more quickly.
Log in to Adviser Connect to explore the feature and see how it can support your client reviews and ISA planning conversations.
Despite recent changes to ISA allowances, ISAs remain an important part of many clients' financial plans. These updates make it easier for advisers to spot clients with unused allowances, giving them the opportunity to make the most of their allowance before it's lost.
Niall Heath, Technical Development Consultant, Aviva Wealth