Sesame Bankhall group (SBG) has teamed up with Aviva to provide real-time, up-to-date valuations on pension and investment products.
The Aviva Contract Enquiry Service is now available through the SBG Practice Management System, offering advisers comprehensive coverage across Aviva bonds and pensions. Contract Enquiry will be further extended later this year where assets held on the Aviva platform will be enabled for valuations, along with transaction history. All of the data available from Aviva will be automatically saved in the SBG Practice Management System. SBG head of adviser technology James Stevenson said: "The ability to obtain accurate valuations from providers electronically and have these populate di...
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