Avelo Solutions
At Avelo we’ve been getting ready for RDR too. Our innovative technology solutions will help ensure your business can operate successfully and compliantly while making your RDR service propositions a reality.
Adviser Office - 10.1 RDR upgrade
To operate successfully from 31 December 2012, you need a back office system that’s capable of the changes required for RDR operation. Our flagship client and practice management system, Adviser Office, has been fully updated to provide everything you need to operate within the new regulations.
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The Exchange
The UK’s number one portal for online product research and comparison in the financial services market has been fully updated for RDR. So, you’ll be able to continue to source the very best rates from the widest range of providers knowing the Portal will support your adviser charging strategy and help you demonstrate complete transparency. You’ll also want to make the most of the Portal’s product research tools and e-services to enhance your advice and service.
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Client Portal
Client Portal is a personalised client website for Adviser Office users which lets advisers and their clients communicate and share documents securely online. Whether you choose to make it part of your new post-RDR service proposition or offer it as an enhancement to your existing arrangements, Client Portal will enable you to deliver a new and exciting service that makes you stand out above the rest.
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Wealth Optimiser
The future of advisory business will demand high quality in-depth reports to support your firm’s investment strategies. The reporting capability in Wealth Optimiser does just this, saving you time and effort and giving a consistent, accurate user configurable report that will demonstrate real value to your clients within a fee based structure.
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Direct to Customer solutions
Enabling your customers to self-serve using tools and services through your website and from their mobile could form an essential part of your proposition; allowing you to offer and demonstrate good service, whilst keeping the cost of advice competitive. We offer a wide range of cost-effective D2C tools, plug in’s and feeds that enhance your online service and add value.
Visit the Avelo website to find out more.