Avelo

Advisers have been warned customers may drift away from them and question the value of their service if they use just one platform.

Mark Loosmore of AT8 Group speaks to Alan Moran of Interface Financial Planning about his use of systems including Avelo's Adviser Office and Client Portal.

Avelo has added Aviva's fixed term annuity to its product portal Exchange.

Avelo Exchange has added Engage Mutual's guaranteed 50 plus life cover plan to its service becoming the first to do so in the intermediary market.

Avelo has added its weight to those predicting protection sales will grow with IFAs increasing focus to it after the Retail Distribution Review (RDR) is introduced.

Mark Loosmore of AT8 Group looks at the planning tools built into Intelliflo's practice management solution, Intelligent Office.

This week, Mark Loosmore of AT8 Group looks at the planning tools built into Intelliflo's practice management solution, Intelligent Office.

Mark Loosmore of AT8 Group gets a sneak preview of new financial planning tool Avelo Wealth Optimiser.

A study assessing the strengths and weaknesses of a range of financial planning tools available to advisers has been published.

Avelo's strategy & business development director, Paul Yates, believes technology is the key to better client relationships...