Online workflow reports and new client reports are some of the latest enhancements that Aviva is offering advisers through its breakthrough n-link software.
Online workflow reports and new client reports are some of the latest enhancements that Aviva is offering advisers through its breakthrough n-link software.
Aviva’s Bruce Hawkins, general manager client services, said: “n-link provides the tools that advisers need. It’s a simple, reliable and effective package that links the adviser’s office to Navigator and Aviva’s administration system.
“With the latest additions, n-link further proves its usefulness. It now gives advisers and their staff access to clients across multiple adviser accounts in just one login. This provides support staff and paraplanners with the tools to create reports and run transactions for clients across multiple advisers within a dealer group.”
The workflow report now available via n-link details the processing stage of a particular transaction and any outstanding requirements.
Mr Hawkins, said: “This report provides advisers and staff with a real-time view and status update of every transaction being processed for any of their clients.
“The report also compares the transactions against Navigator’s stated service levels, to provide advisers with an unmatched level of access and transparency over our back office processes.
“The new client details report includes information that advisers might not find readily on any other report,” Mr Hawkins said. “It lists contact information, account, pension, regular facility information and ETP details.
“With these latest offerings, we believe n-link is proving its adaptability. We know advisers are finding its applications extremely useful.”
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For further information please contact:
Simon Morgan
Group General Manager Public Affairs
Phone: (03) 9829 8892
Mobile: 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 is the Australian funds management arm of Aviva plc. Through these companies we provide products and services in the areas of wealth creation 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, the largest insurer in the UK and one of the top five life companies in Europe. Aviva was formed in May 2000 through the global merger of CGU plc and Norwich Union plc.
- Aviva is a leading provider of life and pensions products to Europe and has substantial businesses elsewhere around the world. Its main activities are long-term savings, fund management and general insurance. It has premium income and investment sales from continuing operations of A$77.6 billion, and more than A$683.9 billion of assets under management (as at 9 January 2006). The group has around 59,000 employees and 30 million customers worldwide.
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