Solution introduction

The Aviva Platform lets your clients invest in a range of investment solutions

Features and benefits

  • Our easy-to-use platform offers value for money and has all the essential functionality you need.
  • Lets your clients hold their investments in one place.
  • Bulk transactions and business reports reduce admin time, giving you more time with your clients.
  • Streamlined quote and apply process saving you time and money.

With the Aviva Platform, you can match investment strategies to your clients' needs. It offers outstanding investment choice:

  • Individual stock selection - alongside a wider investment range, including structured products and equities
  • Aviva Select Funds range - rigorously researched and monitored, to take the hard work out of investment selection
  • Model portfolios - the facility to create your own in-house model portfolios to match your client base
  • Governed portfolios - exclusive to Aviva, low-cost portfolios, managed by Morningstar Investment Management Europe Limited
  • DIM managed portfolios - over 50 Discretionary Investment Managers on the Aviva Platform
  • Goals-based investing - a range of integrated investment solutions from external providers such as SEI Asset Management

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