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