IFA / Wealth Manager

From consumers and technology to regulation, everything is changing. So how do you distribute products and services in this rapidly evolving market? And, more importantly, how do you do this compliantly, efficiently and cost effectively?

We’re entering a new era of higher qualified advisers and fee charging. In this climate, it’s critical to focus on driving down costs, improving the service you provide, and creating more time for advisers to spend with their customers.

Succeed and thrive

Consumers are increasingly expecting your business to be able to respond to them faster, via more channels and with greater clarity. At Avelo, we have unparalleled experience in supporting firms to develop, launch and maintain leading distribution and administration solutions that help them not just succeed, but thrive.

Ensuring your distribution channels deliver

We offer unrivalled solutions and capability for the professional adviser dealing in planning, wealth, portfolio management, protection, retirement planning, mortgages and corporate benefits.

All underpinned by the capability to support a range of different business models, whether it’s mobile sales force, call centre, direct-to-consumer or mobile device. We can also link these to our industry leading client & practice management system for a complete joined-up solution.

Draw on our experience

Our experience can assist you with whatever channel, level of advice or range of products and services you’re bringing to market. We’ll not only support you with new business sales, but we’ll also help you generate sales and value from existing customers and orphans.

We’re also the experts in integrating your distribution into your existing customer servicing systems. We deliver true straight-through-processing, helping you save money and achieve real operational efficiencies.

We underpin the distribution strategies of many leading Firms:

• Over 50% of the UK’s top 100 IFAs, wealth managers and corporate advisers use our solutions
• Three of the UK’s largest intermediary networks
• Three of the UK’s largest direct sales forces
• Several major banks and building society clients
• 18,000 practice management users – 1,250 adviser firms use our client & practice management solutions – ranging from sole practitioners to firms with hundreds of advisers
• Many direct-to-consumer, IFA and provider propositions, covering more than 100 websites and online solutions
• Over 100 integrations to third party industry systems and platforms
• Over 32,000 registered intermediary users of our Exchange Portal
• We handle 70% of all comparison quotes, that’s around 12 million quotes a month
• 30,000 electronic new business requests a month
• Connected to over 70 financial services providers

Avelo Exchange Portal

Powering our connected solutions is the Avelo Exchange Portal. This intelligent system handles quotations, electronic new business applications and tracks messages, commissions and contract and investment valuations. Our portal supports: life, protection, retirement planning, savings and investments, annuities, mortgages, equity release and general insurance. It provides:

• Support for different business models, including: whole of market, restricted panels, execution only - web self-serve or intermediated
• Access to the broadest and most comprehensive range of providers and products in the UK
• Reduced costs – by delivering straight-through-processing and electronic trading directly into your systems
• A fair and consistent comparison platform – to help you run a compliant business and deliver the very best advice
• Efficient, secure and scalable delivery of products – online and traditional
• Access to 20 value-added services, including research, fund charting and special risk tools

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Avelo Wealth Management & Financial Planning Sales

Our intelligent wealth management and financial planning point-of-sale systems help you deliver compliant advice that’s immediate, and always accurate. Whether you’re selling life, pensions, in-retirement, savings and investments, protection, mortgages or general insurance products, we can provide all the support you need. We’ll assist you in delivering the full range of advice, from wealth and needs-based guidance, to execution only non-advised sales. Our solutions provide:

• Multi-channel distribution covering the full spectrum of channels, from mobile or branch-based advisers, to call centres, consumer internet, workplace and business partner internet.
• Wealth optimisation tools, which include: statistical analysis aligned with dynamic, clear graphical aids
• A single client view across the four key business areas of wealth management (both accumulation and preservation), tax planning, cash management and protection (including corporate benefits)
• Compliant and effective handling of all aspects of the advice process, delivering sales and planning support throughout the sales journey and helping manage leads, sales and existing clients
• Integrated tools that help to manage the risks of giving advice
• Professional client reporting that adds real value to your business. We have over 120 pre-defined client reports covering valuations, schedules, reviews, fact finds and many more. You can also create your own reports using Word
• e-Suitability module to enable your advisers to improve the speed and quality of suitability reports – helping generate a better, more compliant document
• Solutions to help serve customers and orphans directly, including:
  • Client Hub – secure messaging
  • Live comparative annuity quotes
  • Client reporting online for portfolio valuations as well as virtual portfolios
  • Interactive planning tools
  • Research Data
  • Fund Supermarkets interfaces for consumers – Cofunds and Funds Network
  • Bespoke employee benefit tools

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Avelo Client & Practice Management

We provide client & practice management solutions for 18,000 users and over 1,250 firms - and assist whole of market, tied and direct businesses, both call centre and web. We also support a wide range of business models, from leading wealth managers, corporate advisers, IFAs to sole traders. Our solutions provide:

• Full customer relationship management and single holistic view of all their information, holdings, up-to-date valuations, contact activity and documentation.
• Leading edge straight-through-processing capabilities with the majority of providers and platforms.
• Automated valuations, electronic new business and tracking, quotes and commission reconciliation
• Automated sales force support and management tools to improve productivity, service and efficiency.
• Automated management of activity – time spent, income received and commission reconciliation
• Customisable workflows to help drive operational efficiencies and reduced costs
• Market leading client reporting – our bespoke design facilities means you can provide your customers with information in the way they want to see it

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Avelo Mortgage Sales & Originations

Our innovative intermediary Sales (Point-of-Sale) system has been designed to provide mortgage brokers, intermediaries and IFAs with a mortgage sales platform that manages the mortgage sales process from initial customer enquiry through to full mortgage application submission.

• Streamlining the mortgage sales process, providing mortgage quotes in minutes, cross-selling insurances, reducing costs and maximizing revenue
• Rapid deployment with minimal cost - Significant out-of-the-box functionality means that you can be up and running and differentiating your proposition to your Intermediaries with minimal cost and rapid time to market.
• Fully compliant - Our solution supports fully compliant advised and non-advised mortgage sales with integrated insurance and protection cross sales.
• e-sales integration - Full integration to industry standard mortgage and insurance portals for quotation and apply.
• Full range of web services to integrate smoothly with third party services and your existing legacy systems
• Pre-plugged integration to mortgage sourcing tools such as Trigold and Mortgage Brain

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