An innovative and cost effective online service for your clients

Client Portal allows you to offer your clients a fantastic online service – service that provides extra value for your clients as part of the transition of your business ahead of RDR.

How?

Client Portal from Avelo is a state of the art communication portal between you and your clients, exclusively for Adviser Office users. It’s a fully hosted ‘cloud’ based solution offering your clients 24/7 access to the information you publish to them from Adviser Office. Whatever your stage of data readiness you can get started straight away, the built in flexibility allows you to give different levels of access to different segments of your client base including:

• ability to update personal details
• views of their policies and investments
• views of their assets, liabilities, income, expenditure and employment details
• valuations and other documents you publish to them
• ability to upload documents to you
• online communications and messages.

All within a secure online environment. You can also personalise the site and embed it as part of your company website. Moreover, with the pressure growing to provide immediate and up to date information to your clients, they can also receive all of this via their mobile phone.

It’s a safe and secure hassle-free way of giving your customers the service they expect in today’s online world.

Client Portal is available now.