Better customisation and improved design
On 19th November we will be launching a new design for our client reports.
While policy details remain unchanged, look out for the new style and key changes such as:
- Enhanced customisation of the report such as the ability to select additional options at individual policy level
- Ability to add adviser commentary to the end of the report
- Ability to change the adviser name and firm name which appears on the report from the default provided
- Improved look and feel
These changes exclude Aviva Platform business but we’ll shortly be enhancing our Aviva Platform client report. Look out for further details in the coming weeks on our Aviva Platform migration hub