Avelo Exchange Portal
The number one choice for financial services professionals
Available 24/7, the vast majority of intermediaries use our Exchange Portal to deliver their compliant product research, whenever they need it.
When you want to search the market for the best product to meet your clients’ needs, you need to source product quotes quickly and efficiently – as well as ensure you’re complying with legislation. Plus of course, you also want to make sure you’re comparing products on a true like-for-like basis.
The Avelo Exchange Portal is exactly what you need. In addition to providing accurate quotes, it can save time, reduce costs, improve your customer’s experience, increase remuneration and reduce errors. This makes it the smart choice for intermediaries, whatever your business model.
We also offer a series of e-services which deliver significant benefits including: pre-populated new business applications, new business tracking and valuations all of which can help reduce the cost of advice. More and more intermediaries are taking advantage of these key services, often linked straight into their back office.
Avelo Exchange Portal
View larger image
Size matters
- Over 32,000 intermediary users
- 12 million quotes per month
- 30,000 electronic new business requests per month
- 340,000 new business tracking messages
- 175,000 policy valuations
- Connected to over 70 financial services providers
- Integrations with all major practice management systems
- Access to 20 value-added services
What we can do for you
Our service supports the key areas of an adviser’s business making the whole process easier. It will help you with product research, comparative quotations, online transactions, electronic new business, business tracking and valuations.
This means that you can streamline your business processes and improve quality. You’ll also have more time to do what you do best, give advice.
What’s more, access to the very latest financial information, makes it easy to evidence your research to both clients and regulators alike. Offer the best advice whatever you’re selling
Supported by an unparalleled range of the UK's major product providers, the Avelo Exchange Portal covers the following product areas:
- life and health protection
- mortgages
- equity release
- retirement planning
- savings and investments
- general insurance
- annuities
So, if you’re an adviser, broker, paraplanner or administrator looking for a portal tool that offers the widest range of products and providers, the Exchange portal is essential. It will enable you to research products, source comparative quotes and transact new business – all from one source.
We offer versions of the portal to meet the differing requirements of intermediaries, brokers, administrators and call centres. The portal is also integrated into a range of practice management systems including our own Adviser Office
The Avelo Exchange Portal also provides access to 20 value-added services, 10 of which are free. These include research, fund charting, equity release, special risk and even website building services.
Unrivalled expertise
Our market leading Exchange Portal supports over 32,000 users, who drive over 70% of the market’s comparison quotes.
It is also the only FSA regulated portal. We’re proud to have been delivering this market leading service to IFAs and Brokers for over 19 years.
We have unparalleled experience in optimising face to face, branch, self-service and call centre interactions – both to grow revenues and reduce costs.
As the market leaders in delivering connected solutions, we can help you improve your processes and integration, reducing costs in the advice and sales processes.
Get your business connected by contacting us