Sesame teams up with Aviva to offer real-time product valuations

Laura Miller
clock

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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Why the integration of AI in financial advice should focus on workflows, not wow‑factor

Why the integration of AI in financial advice should focus on workflows, not wow‑factor

'The biggest demand is not for more insights, but for less administration'

Mark Rendle
clock 31 March 2026 • 4 min read
Could a Linkedin AI platform be financial advisers' 'best kept secret'?

Could a Linkedin AI platform be financial advisers' 'best kept secret'?

Calm Authority built by financial planners for advisers

Sophia Panayi
clock 30 March 2026 • 3 min read
AI in financial advice starts with data that's fit for purpose

AI in financial advice starts with data that's fit for purpose

'The firms that benefit most from AI will be those that fix their foundations first'

Luke Miles
clock 26 March 2026 • 4 min read