Intermediary Sales

We’re entering a new era of higher qualified advisers and fee charging.

In this climate, it’s crucial to focus on driving down costs, improving the service you provide, and creating more time for you to spend communicating with customers.

At Avelo, we fully understand Intermediaries require solutions that help them deliver compliant, high quality advice and cost effective sales. Such solutions also need to help drive productivity and client satisfaction.

With the advent of the Retail Distribution Review (RDR), it has never been more important to ensure you can prove you’re giving top quality advice to your customers and providing them with real value.

We have a range of intelligent connected tools and solutions that can help you promote your products and services now and into the future, well beyond the RDR. These include:

• Adviser Office - financial planning, client reporting, client servicing and portfolio management
• Online Client portal - web-based client servicing tools and interactive applications, branded to your firm that can help increase both revenue and client retention
• Web tools for sales and servicing directly to consumers

All Avelo tools and solutions are designed to help you maximise opportunities, give better advice, reduce costs and provide exceptional customer servicing.

Avelo intermediary sales

Our Adviser Office product makes up over 40% of all IFAs client and practice management solutions in the UK– ranging from the largest firms to sole practitioners.

• 18,000 registered users
• 1,250 adviser firms
• Over 70 integrations to third party industry systems, platforms and financial services providers
• Over 50% of the UK’s top 100 IFAs, wealth managers and corporate advisers use our solutions
• Many direct-to-consumer, IFA and provider propositions, covering more than 100 websites and online solutions
• Two of the UK’s largest intermediary networks

Optimising your customers’ wealth

Within Adviser Office you can use statistical analysis tools to help model and determine the probability of meeting financial targets for a range of economic and investment conditions.

Its dynamic high quality graphics enhances the financial planning process and helps you manage your clients’ wealth and future needs.

Compliance - control and reduced costs

Your reputation is in safe hands. Adviser Office will help you delivery compliant advice while reducing the cost of doing so. With marketing-leading client reporting, management information and intelligent workflow we can help you control all aspects of compliance, removing inefficiencies and allowing you to focus on areas of growth and dealing with customers.

Maximising every opportunity

Adviser Office also delivers a single client view across the four key business areas:

• Wealth management (both accumulation and preservation)
• Tax planning
• Cash management
• Protection (including corporate benefits).

As well as helping you get to know their customers like never before, the system lets you record all your time spent against any client and analyse profitability by benchmarking one client against another. You can then see the most profitable areas of your business and target them.
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Helping you manage your risk

Adviser Office includes integrated tools that help you manage the risks of giving advice.

You can utilise tools such as the Investment Risk Profiler (IRP) during client meetings, to discuss clients’ responses and options. This two-way interactive process helps underpin the principles of TCF, as well helping you understanding of your client better .

Leaving the right impression

Professional client reporting adds real value to your business and can help with advice, customer understanding, conversions and customer retention.

Adviser Office provides over 120 pre-defined client reports covering valuations, schedules, reviews and fact finds. You can also create your own reports using Word.

Our series of smart e-services includes an e-Suitability Report builder which improves the speed and quality of suitability reports.

We can also help you produce vital management information at the touch of a button. Helping you to analysis of leads, new business, income, funds under management and compliance monitoring.

Creating time for advice

We can all relate to the need to create more time for advisers to spend advising customers.

Our solutions are designed to deliver measurable and tangible results. They enable your business to reduce operational costs, save time and automate admin and non-productive tasks. This means you can focus on making more money through improved sales efficiency and management.

Straight-through-processing

We have over 70 partner connections to product providers, portals, fund supermarket, platforms, mortgage sourcing systems and other applications such as product research, portfolio and financial planning tools. This means you’ll be able to source products more easily, give better advice and process business a lot faster than before. Plus, you’ll also reduce the cost of writing business, substantially.

Our solutions deliver straight-through-processing as standard, thereby removing the cost, and risk of having to integrate with multiple manufacturers and platforms – for both pre and post sales.

Sales and servicing clients and orphans - directly

We also have unparalleled expertise in the design and delivery of web-based tools to help you service your clients in new ways, as well as interactive applications for driving new business. These tools are aimed at helping you increase both revenue and client retention.

These tools include a rich library of content and applications developed over the last seven years. These ‘off-the-shelf solutions’ save you time and money and can be completely customised to your brand and service. They include:

• Online Client hub – provides secure two-way messaging, communications and servicing
• Live comparative annuity quotes
• Online client reporting - for portfolio valuations and virtual portfolios
• Interactive planning tools
• Research data
• Fund supermarkets interfaces for consumers – Cofunds and Funds Network
• Bespoke employee benefit tools