An independent national survey has shown that 72% of Australian financial advisers want greater integration of financial planning software and platforms.
An independent national survey has shown that 72% of Australian financial advisers want greater integration of financial planning software and platforms.
"We recognised this need more than two years ago," said Aviva's Bruce Hawkins, general manager, client services. "Our focus has been on fully integrated software and this was recently recognised when Investment Trends' national analysis praised Aviva's n-link software as a leader in online transactions."
It was the second consecutive year that n-link earned top ranking in this area of the national analysis, which researched Australia's premier 13 financial services software products.
n-link is Navigator's adviser software package, providing online tools which make doing business with Navigator easy for advisers.
The October 2005 analysis ranked Aviva's online transaction service as a market leader and first-ranked in the 'general features' category. The analysis compares software systems and is an annual benchmark for the financial services industry.
The analysis also highlighted that Aviva's n-link rated better than the industry average for product management, practice management and marketing services.
Bruce Hawkins said: "n-link's efficient client management and administration tools save advisers time and frustrating paperwork through online transaction facilities and financial planning tools."
The tools available via n-link include financial planning, online transaction and access to real-time client information and reporting.
Bruce Hawkins said: "Together, these tools provide advisers with quick and easy access to the latest client information and investor reporting, combined with the ability to transact on their clients' accounts in a timely and efficient manner.
"We are constantly updating and improving the service. Already this year we have enhanced access to investor reports, made transactions easier and introduced a portfolio diagnostic tool," he said.
"A further testament to the success of n-link is its use by advisers, with more than 50% of investment transactions being submitted online this year. Clearly advisers have embraced the technology and are benefiting from the n-link software."
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For further information, please contact:
Simon Morgan, Group General Manager, Public Affairs
(03) 9829 8892 0407 966 632
Notes to editors:
Aviva Australia is a group of two specialist financial services companies: Navigator and Norwich Union Life Australia Ltd. Portfolio Partners, the Australian funds management arm of Aviva plc, is a sister company. Through these companies we provide products and services in the areas of wealth creation, wealth management and wealth protection for more than 300,000 customers throughout Australia.
Globally, Aviva Australia is part of Aviva plc, the world's sixth-largest insurance group and the largest insurance services provider in the UK. We are one of the leading providers of life and pension products in Europe and are actively growing our long-term savings businesses in Asian markets, Australia and the USA. Our main activities are long-term savings, fund management and general insurance. We have premium income and investment sales of Ł35 billion and Ł317 billion of assets under management . We have 59,000 employees serving 30 million customers (all figures as at 31 December 2005).
The information in this document reflects Norwich Union Life Australia Limited's ('NULAL')/Navigator Australia Limited's ('Navigator')/NULIS Nominees (Australia) Limited's ('NULIS') understanding of existing legislation, proposed legislation, rulings etc as at the date of issue. In some cases the information has been provided to us by third parties. While it is believed the information is accurate and reliable, this is not guaranteed in any way. The information is not, nor is it intended to be, comprehensive or a substitute for professional advice on specific circumstances. The securities advice or information given in this document is of a general nature and has not taken into account the investment objectives, financial situation or particular needs of any particular person. Before making an investment decision on the basis of the advice above, a prospective investor needs to consider, with or without the assistance of a professional adviser whether the advice is appropriate in the light of their particular investment needs, objectives and financial circumstances.
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