For Advisers

n-link is our online adviser software solution that links your office to Aviva’s products and administrative system.

It provides you with the key information and tools to manage your clients’ portfolios easily and efficiently. This ranges from client management, financial planning to online transacting and reporting.

n-link can save you hours in administration and help improve your service to clients.

Improve the efficiency of your business

From your initial discussions with clients, to plan preparation and implementation, periodic client reviews and ongoing portfolio management, n-link offers you total support, all in one easy-to-use system.

Running an efficient planning practice is made easier with n-link:

• save time through integrating a range of systems into a single solution
• deliver faster turnaround times with online transactions, reducing the need to submit paperwork daily
• provide access to essential information and tools easily and quickly - useful for client meetings
• provide comprehensive bulk reporting
• free access to a range of modules including our financial planning module and Aviva Research
• free access to external research when you submit more than 50 transactions online and 75% of your transactions online (only $450 annually otherwise)

n-link is also a very powerful marketing and customer relationship management system enabling you to segment clients and tailor marketing material to suit their specific needs.

n-link enables you to set up different user accounts and access levels to efficiently manage the workflow and information requirements of your practice.

The system uses a hybrid web and application interface making it easy to navigate and enabling you to set up your preferences based on your activities and needs.

n-link also provides up to the minute Aviva news to ensure you are always up-to-date with product information, system updates and general interest items.

System security

n-link is underpinned by a robust security system. All data transferred via n-link is protected by 1024-bit encryption.  This provides one of the highest levels of data security available and is the system used by most financial institutions worldwide.

Training

Once installed on your system you can access online training documents so that you and your practice staff are fully equipped to make the most of everything n-link has to offer.

The n-link training team also host regular free workshop series for advisers and support staff to increase their knowledge and proficiency with n-link.  These workshops provide an overview of:

• Creating and managing your client information
• Producing a Statement of Advice
• Changing your investor account information and reporting
• Completing online transactions and share trading
  

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