Electronic identity checking
Avelo Exchange's identity checking service is designed to perform an electronic identity check, eliminating the need to store photo copies of documentation and postage of papers to providers. For just £3.00 per search, the overhead costs associated with the need to perform an identity check are reduced significantly.
- Ability to objectively confirm a customers ID, age and residency prior to engagement by using electronic verification.
- Increased speed in business operations and reduced costs by removing the need for paper documents.
- Greater corporate confidence through the use of the latest most comprehensive and accurate reference data, including the politically exposed persons database and the terrorist database, amongst many others.
- Improved security with easier identification of fraud than with traditional identity methods, intercepting fraudulent documents early in the process.
e-Suitability Report Writer
Through the use of the correct technology, you can help to reduce the amount of time your firm spends producing suitability reports.
- Reduces the time spent producing suitability reports, enabling more time to dedicate to giving advice to your client base.
- Compliance is improved at point-of-sale helping to an increased first time pass rate.
- Versioning of the letters enables easy checking of historical cases providing a full audit trail.
- Helps to ensure a consistent and professional approach through the production of personalised and branded suitability letters, under-pinned by smart technology.
Annuities quotes
Our market leading service gives you detailed comparative annuity rates from a wide range of product providers. The information is presented in an easy to read comparison table and provides an accurate guide to market rates. However, for the indicative rates you are advised to confirm these with the appropriate provider.
With the FSA requiring every adviser firm to adopt a Treating Customers Fairly (TCF) strategy, this service helps to ensure that your clients individual circumstances are always taken into account at retirement – a clear demonstration that the TCF principles are being delivered into the advisory process.
Equity release quotes
Built in association with SHIP, the equity release service enables fast and accurate product comparison from a wide range of providers, for lifetime mortgages and home reversion schemes, including full drawdown capability.
Our equity release service has the widest range of provider and product comparisons in the marketplace and is supported by a range of professional services to help advisers through the equity release advice process.
Avelo Exchange Product Research
Avelo Exchange Product Research is a whole–of–market online product research tool that helps you select the right products to meet your clients’ needs. For financial advisers, Avelo Exchange Product Research is the only product research tool currently available that offers pay–per–hour and modular options, saving you money because you only pay for the services that you use.
In a few quick and easy steps you can filter on product features to produce a comparison PDF of the products that meet your client’s needs. You can also select an individual product factsheet, giving you detailed information to share with your client and to keep on record.
- Pension Savings
- Pension Income
- Life
- Health
- Investment
- Finance
- Offshore
Advisernet
Advisernet is a intermediary website building tool designed to give you a cost effective, dynamic and functional web presence. We offer you flexibility when it comes to charges with the basic site starting from just £49 per month, with no tie-in period and with the option to add additional plugins when you need them.
- Using our simple wizard, you can build a sophisticated web presence in 5 minutes. 35 pages of generic content enable you to publish a fully populated site with minimal input.
- Ecommerce tools allow you to generate revenue and leads, whilst free plugins enable you to improve content and add focused value to your site.
- Choose one of our ready-made styles to define the look and feel of your site, and change it when you want, as often as you want, at the click of a button.
Credit checking
This service, powered by Callcredit, allows you to do a credit-referencing search for your clients that will establish any adverse finance data. This can assist you with identifying potentially high-risk prospects or highlighting any potential issues before entering into a lengthy administration process. For just £2.50 per search, the credit checking service produces compliant results and credit scores in a standardised format.
Mortgage sourcing
Mortgage Brain Premier Edition
The Premier Edition of Mortgage Brain provides an extremely user friendly navigational system and workflow compliance function, making complete mortgage sourcing even quicker and easier all for £19.99 per month.
Trigold Prospector
Prospector AAA is Trigold's FSA compliant sourcing software and comes complete with a triple-A rating: Accurate, Advanced & Assured. Get the software at a preferential rate of just £19.99 per month.
Pension tools
The pension tools are a range of powerful support and analysis tools, and services designed to help you make the most of new business opportunities and enhance sales, compliance and administrative processes. They cover:
- Charges and switching analysis – provides a comparison of existing product charges with other pension alternatives.
- Contracting out guide – analyses the benefits of contracting out from the state second pension over opting in.
- Pension or drawdown – tools and services to help assess whether or not the income drawdown option is suitable for your client.
- Transfer value analysis – tools and services to help simplify the analysis of transfer values and the generation of client reports.
Term plugin
Integrate Avelo Exchange's market leading quotation services into your website with our Term plugin, from just £10 per month.
Covering level term assurance, mortgage protection and critical illness products, this powerful tool gives you the opportunity to generate new business opportunities by allowing consumers to perform comparative real-time quotes from your website.