Avelo solutions for intermediaries

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1 Adviser Office CRM E-business services Adviser solutions Training & development Business discovery Help & support Adviser Office client relationship and practice management system Taking your business to a new level Avelo solutions for intermediaries

2 * * ** * FS75494 *These accreditations belong to Avelo FS Limited. **This accreditation belongs to Avelo FS Limited and Avelo Portal Limited. Avelo technology built by experts for experts why choose us? Six ways that Avelo technology can help you through RDR and beyond A long-standing reputation built on innovation and expertise. The most comprehensive technology suite in the market. The largest specialist workforce 400 industry professionals. Business experts who understand the financial services industry and specialist market dynamics. Unrivalled UK coverage and reach. Our market-leading CRM system, Adviser Office, at the core of our intermediary offering, gives you everything you need to run a successful practice. Over 90% of the Top 100 IFA firms use Avelo solutions to power their business. 1 Adviser Office client relationship and practice management system taking your business to a new level. 2 E-business services automating your business processes to reduce cost. 3 Adviser solutions enhancing business development and client servicing. 4 Training, learning and development unlocking your full potential. 5 Business discovery services tapping into our knowledge and expertise to help you define your needs. 6 Help and support our care and commitment to you.

3 We have been very impressed with their professional approach and can-do attitude especially when dealing with the inevitable snagging issues that always crop up with projects. Dave Percy, Operations Director Towry How you benefit from the Avelo Adviser Office CRM system Avelo Adviser Office is a client relationship and practice management system that enables you to focus on reducing costs, improving service and dedicating more time to providing advice. Adviser Office brings you: Financial services expertise we ve shaped the system to specifically suit your industry needs and it has the flexibility to be adapted for your organisation. Comprehensive functionality regularly updated and with the widest capability of any CRM system on the market. It will significantly enhance your client management ability and save you time and money. Microsoft integration seamlessly links to and from Microsoft Office Word, Outlook and Excel, cutting out the need to re-key data. Ongoing client engagement through user groups, client consultation and regular client events, your feedback helps shape our product updates and enhancements. Financial strength a reputable company with a strong heritage. We continuously invest in product development. We will add value to your business in a multitude of ways: free up time to concentrate on developing your business help you improve client satisfaction give you better quality client and management information provide a single solution with everything in one place.

4 By removing our repetitive manual processes, extra time can now be spent on more valuable activities. Glenn Urquhart, Business Systems Analyst The Roberts Partnership How it works The system that gives you more control with less hassle More industry connections to give you real straight-through processing Adviser Office links your office to over 70 partners, including product providers, portals, fund supermarkets, platforms, as well as product research, portfolio and financial planning tools. This means you can source products more easily, give better advice and process business a lot faster. You ll also significantly reduce the cost of writing business, helping improve overall business performance. More ways to easily identify client opportunities With Adviser Office, you have a superior single client view, conveniently detailed across four key business areas: wealth management (both accumulation and preservation) tax planning cash management protection. Adviser Office is also the market-leading solution for managing corporate clients. As well as providing detailed information about your clients, the system enables you to record time spent against individual clients, so you can invoice for the time you spend on their business and analyse their relative profitability against each other. This allows you to view the most profitable areas of your business and target more clients like them. Less cost to stay on top of compliance The integrity and quality of your advice will never have been in safer hands. Adviser Office helps you deliver consistently compliant advice while reducing the cost of doing so. Offering market-leading client reporting, management information and intelligent workflow, we can put you in complete control of all aspects of your compliance while removing inefficiencies, allowing you to focus on your clients and grow your business. Less effort to keep your data accurate and up-to-date Once you ve installed Adviser Office, you ll find there are a range of highly effective data tools and processes you will have access to, which help you maximise the value and quality of both your customer and business records. You can also plug in our e-business components to enable your business to keep this data refreshed and updated automatically. From product applications to sorting out commission, these smart solutions take the grind out of previously time-consuming tasks, while improving accuracy. More powerful planning tools to use with your clients and prospects The connections built into Adviser Office allow for seamless end-to-end financial planning, so you can offer enhanced levels of service to your clients, again improving profitability for you. You can create basic plans quickly, by accessing fact find data, building on this as you obtain additional detail. You will be able to use these with prospects to demonstrate how effective financial planning can be for them, and avoid spending huge amounts of time on pre-work before any benefit is seen.

5 As soon as we started using Adviser Office our business was transformed. If we told our staff we were getting rid of Adviser Office they would be horrified. Denise Jacob, Compliance Manager Davies Huelyn Davies Implementing Adviser Office Why choose Avelo for CRM? As with anything worthwhile, you do need to invest time and resource to fully benefit from the system. We aim to get you up and running with minimal fuss and cost, so you can experience tangible business benefits as soon as possible. To give the best start possible, for the first three months your account will be managed by a dedicated implementation team. Using telephone, or via remote online access (Desktop Streaming) they will proactively make sure: training and technology discovery packages agreed in the contract have been organised you re happy with the initial system set up including user configuration and advice on security structures e-services can be configured and external links updated, as appropriate you ve been given relevant data cleansing advice (where applicable) you are confident about month-end procedure. client, plan and portfolio management with one view across providers, platforms and asset classes full business administration and management, including workflow and document management for both preand post-sale comprehensive client reporting lead and prospect management unparalleled corporate client management management information market-leading, RDR-supporting commission and fees management. By saving yourself time and money in choosing a system created by experts, specifically for your business, you free up your time to focus on developing your business for the future.

6 Getting in touch Take the opportunity to talk through your requirements with one of our team. They will also be able to help you understand the additional solutions available to ensure you get the full benefit of our intermediary offering. Find out more today. Please call visit or speak to your usual representative. 1 Kingmaker Court Warwick Tech. Park Gallows Hill Warwick CV34 6DY Avelo FS Holdings Limited 0911v1