What We Do
Often it's change that drives innovation but sometimes it's the other way round.
Whatever you want to do for your customers, you can depend on us to anticipate your needs, not just respond to them.
Our sole focus is the financial services sector and our innovative technology solutions connect the entire industry end-to-end.
As the market-leading online financial services trading portal, you can source compliant quotes efficiently and rapidly, 24/7. But not just quotes; if you’re an intermediary looking to drive cost out of your business, pre-populated online new-business applications, new-business tracking and valuations could be working for you too. Click for more
Client and Wealth Management
If data is the lifeblood of your business, your technology strategy should be its heart. Our flagship back office system, Adviser Office, and pioneering client self-service portals will help you centralise data, provide a single client view available to everyone in your organisation and deliver the service your clients expect in today’s online world. Click for more
Financial and Wealth Planning
Our intelligent point-of-sale systems will help you deliver immediate compliant advice and support a range of business models including tied, multi-tied and IFA. We also cover a wide range of distribution channels, including mobile or branch-based advisers, call centre, consumer internet, workplace or business partner internet. Click for more
Our enterprise mortgage solutions have transformed the entire mortgage sales and originations process, from initial enquiry through to release of funds and completion. They span a wide range of distribution channels, including face-to-face, call centre, direct-to-consumer, branch and broker. Fully automated sales and case progression ensures significant service delivery benefits over traditional systems. Click for more
Web-enabling your business improves efficiency and reduces risk. Our web-based services include award-winning bespoke website design, web marketing and Search Engine Optimisation, plus a range of direct-to-customer offerings, built-in quote facilities and interactive self-service planning tools to enhance your client service. Click for more
Why choose us?
- We own the most comprehensive technology suite in the market
- We have the largest specialist workforce – nearly 500 professionals across the country
- We are experts in the financial services industry
- We are a long-term, strategic partner for all sizes and types of organisation
- We deliver innovative technology solutions to power your business end to end
Avelo is the power behind:
- 94% of the UK’s Top 100 IFAs, wealth managers and corporate advisers
- Most of the UK's largest bank and building societies
- Over 150 online solutions for providers and IFAs
- 1 in 5 mortgages which go through our systems
- Award-winning website design
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