Support Services

Your business is unique, it’s different. Your customers, your objectives, the way you conduct business, they’re all unique.

Your business also develops and adapts to fit the evolving needs of your corporate and individual customers.

As the pioneers of adviser technology solution in the UK, we’ve been able to retain and grow our market-leading position by developing all our solutions based on the principles of flexibility, innovation and evolving market needs. They deliver real tangible benefits for all our clients, large and small.

But it’s not all about technology within Avelo we have some of the ,leading financial services experts working for us, many of whom have been practitioners, and understand the ‘real’ issues. We’ve advised, supported and consulted with the FSA, with product providers, distributors and IFAs and this rich knowledge is available to you.

We’re fast approaching the dawn of an ‘advice revolution’, driving significant changes in the way IFAs and Distributors organise themselves and the way business is conducted.

We can help you navigate through all aspects of this changing wealth management & financial planning distribution landscape, from sales systems and tools to back office client & practice management solutions. It’s all about putting your customers at the heart of your business.

At Avelo, we can also plug you into a range of unparalleled industry led services, all designed to help make your business operate better and quicker and to provide your customers with better advice and service. These include:

• Data transfer service – minimising hassle when implementing new systems
• Systems training – tailored to specific learning needs
• Data cleansing – assisting merges and book validations
• e-Business adoption – driving down costs through automation
• Web services – allowing you to seamlessly integrate with providers, portals and platforms
• Helpdesk support services
• Business transformation projects – expert consultancy
• Regional workshops and User groups
• User extranet

Our Adviser Office product makes up over 40% of all IFAs client and practice management solutions in the UK– ranging from the largest firms to sole practitioners.

• 18,000 registered users
• 1,250 adviser firms
• Over 70 integrations to third party industry systems, platforms and financial services providers
• Over 50% of the UK’s top 100 IFAs, wealth managers and corporate advisers use our solutions
• Many direct-to-consumer, IFA and provider propositions, covering more than 100 websites and online solutions
• Two of the UK’s largest intermediary networks

Switching systems - rapid deployment, minimal fuss, minimal cost

At Avelo, we have extensive experience of helping clients through the change of implementing new systems. Our Adviser Office team ensures the transition runs as smoothly as possible.

The majority of system switches require data to be converted from their existing database. This typically forms a key part of the implementation process. We aim to achieve maximum accuracy when doing this and have successfully managed conversions from all the major system suppliers.

Improving quality of data

We have a range of highly effective data tools and processes which can help you maximise the value and quality of your customer and business data.

We can also plug in our e-Services components to enable your business to keep this data refreshed and updated automatically.

Automation and adoption of e-Business

Adviser Office has over 70 partner connections to product providers, portals, fund supermarket, platforms and other applications.

These connections help you source products more easily, give better advice and process business a lot faster than before. You’ll also reduce the cost of writing business, substantially.

Our dedicated e-Business team can help you get connected quickly and easily, helping you achieve immediate cost-savings. You’ll also have the assurance of being plugged into the UK’s most comprehensive and market-wide independent technology service.

Our team can also help you get connected to a range of Avelo smart e-Services , which enable you to automate all the stuff that slows things down. They can remove significant cost from your business and reduce wasted effort and errors, allowing more time to spent advising customers. The services include:

• e-Valuations
• e-Tracking
• e-Suitability
• e-Commissions
• Quote and apply

Take advantage of our expertise

We have over 19 years’ experience of helping firms, large and small, achieve their business goals and objectives. We’ve helped them run and optimise a multitude of business models and service propositions, including:

• Wealth management
• Corporate
• Call centre
• Web – including, designing websites and integrating Quote & Apply facilities
• Worksite
• Restricted advice operations

Compliance - control and reduced costs

Your reputation is in safe hands. Our training and consultancy team can help you delivery compliant advice while reducing the cost of doing so.

From client reporting, management information and intelligent workflow we can help you control all aspects of compliance, removing inefficiencies and allowing you to focus on areas of growth and dealing with customers.

We’ll support you all the way

We pride ourselves on providing the very best systems, technical and business support in the market place. We also supplement our support services with a range of added-value services, including:

• Desktop streaming – to speed up issue resolution
• Web tracking of queries
• Newsletters and e-Bulletins – keeping you up to date with new product developments, services, events and news.
• An annual conference – giving you a chance to understand recent developments at Avelo and what we’ve got planned for the future.
• Regional workshops and user groups – our extensive programme of roadshows and supported user groups ensures you get the most from Avelo and our Adviser Office solution.
• Client extranet and forums – the Avelo client extranet ensures all users are kept up to date with the latest news, product release notes and forthcoming events. The extranet means you can communicate directly within the Avelo community on any subject of interest.

Contact us now to discuss how we can help transform your business and get you connected to the broadest range of expertise and technology in the UK.