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Third-party tools and support

Aviva's Fund centre contains all the tools and information you need to complete your fund research. Access daily fund prices and performance across life, pension and collectives fund ranges.

Our Fund centre includes additional Aviva Platform portfolio tools, including portfolio analysis and income analysis.

Visit the fund centre

Our adviser document library contains all our current product literature, including terms and conditions, key features, application forms and product brochures.

Visit the document library

From protection products to annuities, pensions to investment plans, many of our products appear on portals. For some products, you can also use the quote and other back office data to pre-populate application forms.

Find out at a glance in the tables below which services we offer for each product through the portals.

Assureweb

Product family

Product

Quote

Apply

Protection

Life Insurance+
(single and multi-product)

green tick green tick

Critical Illness+
(single and multi-product)

green tick green tick

Income Protection+
(single and multi-product)

green tick green tick

Retirement

Pension Portfolio

green tick

green tick

Personal Pension 

green tick

-

Pension Annuity

green tick -

Immediate Life Annuity

green tick -

With Profits Pension Annuity

green tick -

Iress (Exchange)

Product family

Product

Quote

Apply

Protection

Life Insurance+
(single and multi-product)

green tick green tick

Critical Illness+
(single and multi-product)

green tick green tick

Income Protection+
(single and multi-product)

green tick green tick

Retirement

Pension Portfolio

green tick green tick

Personal Pension 

green tick

-

Pension Annuity

green tick

-

Immediate Life Annuity

green tick -

With-Profits Pension Annuity

green tick

-

TOMAS

Product family

Product

Quote

Retirement

Pension Annuity

green tick

Immediate Life Annuity

green tick

Webline

Product family

Product

Quote

Apply

Protection

Life Insurance+
(single and multi-product)

green tick green tick

Critical Illness+
(single and multi-product)

green tick green tick

Income Protection+
(single and multi-product)

green tick green tick

Retirement

Pension Annuity

green tick

-

Immediate Life Annuity

green tick

-

With-Profits Pension Annuity 

green tick

-

We work with back office suppliers to integrate our products with a range of adviser CRM systems. Available services include:

  • contract enquiry: for valuations and fund information
  • bulk valuations: information updates automatically for Aviva Platform policies, and generates a report for manual upload for packaged products. If your adviser CRM does not offer bulk valuations for Aviva Platform policies, you can  manually download the bulk valuation report from the business reporting section of the Aviva Platform
  • electronic statements: advice charges and commission statements for automatic reconciliation within your CRM system

See which services are available by product and back office supplier:

2Plan: Figure Out

Service Available for Aviva Platform Available for packaged products
Contract enquiry

-

green tick for yes

Bulk valuations

Available from business reporting in the Aviva Platform

Electronic statements

green tick for yes

green tick for yes

Best Practice: Enable

Service Available for Aviva Platform Available for packaged products
Contract enquiry

-

green tick for yes

Bulk valuations

Available from business reporting in the Aviva Platform

Electronic statements

green tick for yes

green tick for yes

Bluecoat

Service Available for Aviva Platform Available for packaged products
Contract enquiry

green tick for yes

green tick for yes

Bulk valuations

-

Electronic statements

green tick for yes

green tick for yes

Distribution Technology: Dynamic Planner

Service Available for Aviva Platform Available for packaged products
Contract enquiry

-

green tick for yes

Bulk valuations

green tick for yes

Electronic statements

 -

-

Durell Software

Service Available for Aviva Platform Available for packaged products
Contract enquiry

green tick for yes

green tick for yes

Bulk valuations

-

Electronic statements

green tick for yes

green tick for yes

Focus Solutions: Focus 360

Service Available for Aviva Platform Available for packaged products
Contract enquiry

green tick for yes

green tick for yes

Bulk valuations

-

Electronic statements

green tick for yes

green tick for yes

IFAMs: Medical Dental

Service Available for Aviva Platform Available for packaged products
Contract enquiry

-

green tick for yes

Bulk valuations

-

Electronic statements

green tick for yes

green tick for yes

Intelliflo: Intelligent Office

Service Available for Aviva Platform Available for packaged products
Contract enquiry

green tick for yes

(Not available for Isle of Man or Channel Islands)

green tick for yes

Bulk valuations

(not available for network members)

green tick for yes

Electronic statements

green tick for yes

green tick for yes

Iress: Adviser Office

Service Available for Aviva Platform Available for packaged products
Contract enquiry

green tick for yes

green tick for yes

Bulk valuations

green tick for yes

Electronic statements

green tick for yes

green tick for yes

Iress: XPLAN

Service Available for Aviva Platform Available for packaged products
Contract enquiry

-

-

Bulk valuations

green tick for yes

Electronic statements

-

-

JCS

Service Available for Aviva Platform Available for packaged products
Contract enquiry

-

green tick for yes

Bulk valuations

Available from business reporting in the Aviva Platform

Electronic statements

green tick for yes

green tick for yes

Moneyinfo

Service Available for Aviva Platform Available for packaged products
Contract enquiry

green tick for yes

-

Bulk valuations

-

Electronic statements

 -

-

Plum Software

Service Available for Aviva Platform Available for packaged products
Contract enquiry

green tick for yes

green tick for yes

Bulk valuations

Available from business reporting in the Aviva Platform

Electronic statements

green tick for yes

green tick for yes

Sprint Enterprise: Fastrak

Service Available for Aviva Platform Available for packaged products
Contract enquiry

green tick for yes

Bulk valuations

-

Electronic statements

SSP: Swift

Service Available for Aviva Platform Available for packaged products
Contract enquiry

-

green tick for yes

Bulk valuations

-

Electronic statements

green tick for yes

green tick for yes

Synaptic: Fusion

Service Available for Aviva Platform Available for packaged products
Contract enquiry

green tick for yes

green tick for yes

Bulk valuations

-

Electronic statements

green tick for yes

green tick for yes

Synaptic: Quay CCD

Service Available for Aviva Platform Available for packaged products
Contract enquiry

green tick for yes

Bulk valuations Available from business reporting in the Aviva Platform

Electronic statements

green tick for yes

green tick for yes

True Potential

Service Available for Aviva Platform Available for packaged products
Contract enquiry

green tick for yes

green tick for yes

Bulk valuations

-

Electronic statements

green tick for yes

green tick for yes

EDI Commission messaging

You can receive your firm’s commission statements electronically using Aviva’s EDI commission messaging service.

Find out more about commission messaging

Commission data is sent electronically in an industry standard XML format, on a weekly or monthly basis. Commission data is provided at firm level and includes the following data items:

  • client name
  • policy number
  • commission amount
  • product type

The data is sent using a 3rd party hub called 'Opentext' which allows the data to be converted into other formats, such as Excel csv.

By using industry standards, Aviva data can be combined with data from other product providers to give you an overview of all your commission payments.

You can import the data files into your back office system for reconciliation and allocation to each adviser in your firm.

What products does it cover?

Commission messaging covers all Aviva products that are currently paying commission to your firm, including ex-Friends Life products.

How do I register for commission messaging

You can register for EDI commission messaging by emailing our agency team

Services for ex-Friends Life policies

Ex-Friends Life online services (ex-Friends Provident policies) are available using your existing Unipass or user ID and password. This will give you access to the following services:

  • Bulk data download
  • Commission download
  • Commission enquiry
  • You can associate a Unipass certificate to an existing user ID online

If you see the message ‘Access Denied’ when logging in to these services please use the left-hand menu to continue to the service you require. This is a known issue which we will fix shortly. We apologise for any confusion that this may cause.

Existing user log in

If you are a new user you can register for ex-Friends Provident online services online, including contract enquiry. For commission enquiry and commission download you will also need to complete and return our commission enquiry authority letter.

Register

The ex-Friends Life (ex- Axa policies) contract enquiry service is only available for existing users. If you need to associate a new Unipass certificate to an existing user ID, please email:

You can also register for our Aviva EDI commission messaging service. Find out more

Arrange a demo

For more information about Aviva for Advisers, or to arrange a live demonstration of the site, call:

0800 092 9448

9.00 am to 5.00 pm, Monday to Friday

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WA01416 09/2017