Aviva partners with Ortec Finance to enhance financial planning proposition

Partnership aims to close advice gap

Sophia Panayi
clock • 2 min read

Aviva has partnered with Ortec Finance to enhance its customer guidance and financial planning proposition.

Through the partnership, Aviva will use Ortec Finance's OPAL platform, supported by Yellowtail Conclusion's CORD integration and orchestration platform, to create an "integrated and end-to-end digital guidance and advice solution," supported by human advisers.  Aviva said this will offer customers access to personalised guidance and financial advice. The partnership is designed to "close the advice gap and help improve the financial wellbeing and retirement outcomes of more UK adults", Aviva said, with OPAL allowing the provider's planners to "scale their financial advice offering and...

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