Avelo Exchange Portal. Transforming the way you do business

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1 Avelo Exchange Portal Transforming the way you do business

2 One clear winner Professional Adviser Awards 2012 Best Data and Quotation provider for Adviser Firms Mortgage Finance Gazette Award Winners 2012 Best Use of Technology Technology Providers and Lenders, Awarded to Avelo MSO and Nationwide for Intermediaries Avelo s Mortgage Sales and Originations (MSO) technology 2011 Awarded 5 star accreditation in the 2011 annual benchmark study conducted by Frank Eve Consulting FT Adviser Online service awards 2011 Mortgage Providers & Packagers, Avelo Solutions awarded 5 stars for our clients Nationwide and The Mortgage Works Equity Release Awards 2011 Best Technology Provider

3 Igniting success With consumers demanding more value for money and growing pressure to drive down the cost of advice without compromising quality, employing the right technology is critical to helping your business thrive. At Avelo we deliver innovative technology solutions that enable those in the financial services industry to do business with greater efficiency and value than ever before. That s why we re the market leader and why over 32,000 clients big and small choose us as their technology partner. We know the industry, we have the technology and we understand your needs. In short, we can help power your business to succeed in these challenging times - and we ll support you every step of the way.

4 Feel the pull of the ultimate portal Connecting all the major product providers with thousands of intermediaries every day, Avelo Exchange Portal is the most widely-used portal in the industry and the ideal place to transact business. Our multi award-winning service enables you to research, quote and apply from one point and offers the best product and provider coverage by far across life and health protection, pensions, investments, mortgages and general insurance. Unlike other portals it also provides a wide range of online sales support services to add value to your client offering and make doing business even easier. What s more, Avelo Exchange Portal can integrate with your existing back-office system, streamlining transactions to save your business time and money. All this drives down the cost of the sales and advice process while enabling you to demonstrate due diligence and provide the very best client service. Not surprisingly, Avelo Exchange Portal is the number one choice for financial services professionals. 93 of the top 100 financial advisers use Avelo Exchange Portal. Avelo Exchange Portal is the No.1 portal in our marketplace in the UK. Avelo Exchange Portal delivers significant benefits to our business enabling our members to search the market quickly and easily for products that meet their clients needs. The fact that the portal links with all the main product providers is a key point for our members. Tenet Group

5 Streamline your business processes Increase profitability by saving time and money Provide the most suitable advice and a high level of customer care One source. Multiple benefits. Reduce the cost of giving advice

6 Transact at another level Search the market rapidly, obtain accurate comparative quotes and submit and track applications with ease - all via a single online portal. Users of Avelo Exchange Portal find they can improve the quality of their advice while ensuring compliance. They also find the whole process from product research through to completed transaction is much faster; greatly enhancing the client experience as well as increasing profitability. With Avelo Exchange Portal you can... demonstrate compliance and compare products With access to the widest range of products and providers in one place you can select the most suitable products for clients and offer clear comparisons that meet compliance standards. improve decision-making and quality of advice Avelo Exchange Portal returns real-time quotes and details of commission directly from providers for results that are always up-to-date. So you can be confident that the advice you give is based on accurate information. deliver a slicker, more efficient client experience Move swiftly from quote to application in just a couple of simple steps. You won t even need to re-key data as Avelo Exchange Portal carries your client data intelligently through the sales process. Our free online tracking service will help you keep clients fully informed throughout. and reduce the cost of providing excellent service By using Avelo Exchange Portal to carry out your key sales processes, you ll improve efficiency, reduce your administrative burden, save time and cut costs.

7 Simpler. Swifter. Smarter. Research Apply Compare Track Avelo Exchange Portal processes more than 120 million quotes every year. Advise Complete Comply Avelo Exchange Portal is the largest provider of online comparative quotes and e-new business applications in the UK financial services market.

8 Beyond the mainstream Extend and enhance your offer to clients even further with our unrivalled range of online support tools. Avelo Exchange Portal users enjoy instant access to a wide range of valueadded services and support tools which come as part of the standard subscription, at no extra cost. We also offer a variety of optional premium services. Developed in partnership with some of the best names in the industry, they provide cost-effective ways to build your relationship with clients and create new revenue streams. Avelo Exchange Portal delivers more products and more providers than any other portal in the market. Standard services (Free of charge) Provider Centre PriceWatch Portfolio Tool Fund Charting Tool Offshore Centre Life Insurance Calculator Mortgage Repayment Calculator General Insurance Quotes Financial Express Fund Fact Sheets Conveyancing Impaired Life Term Quotes through The Insurance Surgery Adviser Asset Premium services ( ) Annuity Quotes Electronic Identity Checking Equity Release Quotes Avelo Exchange Product Research powered by Synaptic e-suitability Report Writer Credit Checking Advisernet Term Plugin Mortgage Sourcing from MortgageBrain & Trigold Crystal Propsector Pension Tools

9 Optimised for you Every business is unique, which is why we offer tailored versions of Avelo Exchange Portal to meet the different requirements of intermediaries - no matter how big or small their enterprise. Avelo Exchange Portal is easy to access online, so you don t need to invest in expensive or complicated technology. For convenience and greater efficiency, many users choose to integrate Avelo Exchange Portal with their back-office system which helps to streamline their sales operations and processes even further. Whatever your needs, we can recommend a solution that fits your business and gives you the most benefit. Avelo Exchange Portal boasts a service up time of 99.99% which is significantly greater than any other solution. Compatible systems Adviser Office, Officeweb, Intelliflo, Quay, Plum, O&M Pensions Profiler, Focus, SSP Swift, MBL The Key, Mortgage Brain, Trigold Crystal and Bluecoat, plus a large number of bespoke distributor systems. We needed a fast, reliable quotes and online proposal submission system. Avelo Exchange Portal does just this and is invaluable in our business. Baigrie Davies & LifeSearch PLC

10 Lighting the way You re probably familiar with our previous group company names: 1st - The Exchange, N4 Solutions and Screen Business. Now under one brand, Avelo, we offer even more potential for your business. As the leading technology provider to the financial services industry with over 20 years of experience to draw from, it s our special combination of skills, expertise, knowledge and innovation that sets us apart from the rest. As far as we re concerned, when it comes to life, pensions and investments business, Avelo is the market leader in technology support, delivering what many IFAs are looking for as they move towards the next generation of technology. Sesame Extensive coverage We re the largest provider of online comparative quotes and electronic new business applications in the UK financial services market. We also offer the best coverage with over 350 products from more than 50 providers. Superb technology Avelo Exchange Portal is powered by the most comprehensive technology in the market; delivering better and faster performance to keep you ahead of the curve. Excellent value Avelo Exchange Portal costs just 14 per month for a standard singleuser account, with excellent discounts available for multiple users. Unbeatable support No other technology company understands financial services better than us. We ll provide all the support and training you need to get up and running and our Customer Care team will be on hand for day-today assistance. Broad compatibility Avelo Exchange Portal integrates with all the major systems plus a large number of bespoke distributor back-office systems.

11 Getting connected To connect your business to Avelo Exchange Portal s powerful advantages and explore all the exciting opportunities it opens up, make contact with your Avelo representative. Call [email protected] Visit

12 1 Kingmaker Court Gallows Hill Warwick CV34 6DY Avelo FS Holdings Limited 0212v1