When clients turn to you, where do you turn?
Choose Avelo Exchange Portal, and you’re in good company
Over 50 providers and more than 32,000 registered intermediaries make this the most comprehensive – and most widely used – adviser portal on the market.
In fact, 93 of the top 100 financial advisers in the UK use the Exchange Portal to:
- Search the market and obtain accurate comparative quotes
- Submit and track electronic new business
- Get the best coverage – over 350 products from more than 50 providers
- Ramp up their client service and drive down the cost of the sales and advice process
Compare products and get instant accurate quotes direct from the widest range of providers in the market across life and health protection, pensions, investments, mortgages and general insurance. Apply online there and then.
Free value-added services as standard
Enjoy instant access to a wide range of value-added services and support tools, like new business tracking, at no extra cost.
More support for your business
Our optional premium services will enhance your client offering and help you make the most of every sales opportunity to maximise the value of each customer.
Easy to access online 24/7
It’s easy to access online so you don’t need to invest in expensive or complicated technology. This powerful adviser technology can also be integrated into Adviser Office and all the major practice management systems. For added convenience, the Exchange Term and Annuity Quotes services are available on mobile.
Avelo is the power behind:
Product comparisons, quotations and online transactions
- 32,000 registered users including 93% of the UK’s Top 100 IFAs
- Supported by over 50 of the UK’s leading providers – more than any other portal
- 12 million quotes a month
- 30,000 electronic new business requests a month
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