Back office integration
The use of integrated technology to drive adviser business efficiency and customer engagement is a key driver in shaping the savings and retirement market, and a fundamental part of our platform strategy. Below you will see a list of integrated data services all of which could be available to your chosen CRM of choice. If you scroll down to the CRM you use, you will see who you can contact to make sure you are set up and able to use your client data through the consumption of these services. The services include:
- Bulk Valuations provides valuation and fund information for clients with Aviva Platform products
- Bulk Transactional History providing all monies in and all monies for clients who hold Aviva Platform products
- Contract Enquiry: for legacy bonds and pensions valuations and fund information
- Digital statements which include Advice Charges and commission statements which will enable automatic and efficient reconciliation of fees and commission within your CRM system
2Plan
Adviser Cloud
AdviceObjects
Assyst
Benchmark-Enable
Centology
DT - Dynamic Planner
Durell
Fairstone – Gateway
Focus Solutions
IFAM
Intelliflo
Iress - Adviser Office
Iress - Xplan
JCS
MoneyInfo
Ningi
Plannr
Sprint/Fastrack
SSP
Synaptic
Time4Advice
True Potential
Twenty7tec/FinPlan
Wealthcraft
Portal integration
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.
Air Sourcing
Advise Wise
Assureweb
Iress (Exchange)
Webline
Remuneration
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
What products does it cover?
How do I register for commission messaging?
Ex-Friends Life services
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 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.
Online resources
Investment centre (formerly Fund centre)
Aviva's Investment 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 Investment centre includes additional Aviva Platform portfolio tools, including portfolio analysis and income analysis.
Document library
Our adviser document library contains all our current product literature, including terms and conditions, key features, application forms and product brochures.
Tools and calculators
Our tools and calculators for advisers and customers, from mortgage interest to drawdown, IHT and beyond, tons of tricky tasks made simple.