Aviva and FNZ have developed a number of adviser tools as part of the next phase of Aviva’s platform digitisation.
The tools use automation and FNZ’s end-to-end wealth management technology.
Aviva head of adviser platform, Al Ward, said: “It’s an exciting time for the Aviva platform and developing these new services will help enhance the great service advisers already provide.
“Using the latest technology to constantly look at better ways to operate and integrate really helps move things forward creating a better experience for advisers and their clients.”
The tools include a digital adviser access and workflow tool for Aviva’s client asset transfer service, which provides material efficiencies to transfer assets at scale onto the Aviva platform.
This will save “significant” time by equipping advisory firms and platform teams with the capabilities to perform high volume tasks more efficiently.
There will also be new digital analytics capabilities to allow for greater customer personalisation.
Additionally, the launch of the new adviser hub will offer a centralised workspace with a configurable dashboard, enabling quicker integration of new applications.
FNZ chief executive officer for the UK, the Middle East, and Africa, Alastair Conway, said: “Our goal is to give advisers more control, helping them deliver better outcomes for investors and drive the growth and efficiency of their businesses.
“As we roll out enhanced digital analytics capabilities, and a range of net workflows, asset transfer and dashboard configuration tools, the Aviva Adviser platform will help advisers free up time and deliver ever more personalised products for their clients.
“Aviva is a highly valued strategic partner, and we look forward to continuing to support the group’s growth ambitions, while furthering our purpose to open up wealth and help everyone, everywhere, invest in their future, on their terms.”
It comes after the 15-year extension of Aviva’s partnership with FNZ, announced in January.
tom.dunstan@ft.com
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