Thesis Asset Management has boosted its service to advisors by integrating its investment platform with Avelo’s Adviser Office technology.
This integration being piloted throughout July and is expected to be launched next month. It will provide IFA clients with daily valuations of assets managed by Thesis.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
These valuations will appear within the IFA’s client records within Adviser Office, which will automatically update the clients’ valuations every morning.
Financial professionals using Avelo Adviser Office can now view these details at their desk or on the go.
The integration will mean that adviser firms using Avelo Adviser Office technology will be able to utilise the e-Services at no extra cost.
Lawrence Cook, director of business development at Thesis Asset Management, said: "Providing an exceptional service to clients with portfolios large and small is fundamental to our offering.
"Allowing those who use Avelo Adviser Office to access their clients’ assets held with Thesis facilitates advisers in offering high quality and cost effective advice to their clients," Cook added.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataPaul Yates, strategy and product development director at Avelo, said: "The post RDR era is creating many opportunities for advisers but it’s important that they deliver a world class service, at an affordable cost.
"This upgrade and our continuing program of STP integrations further strengthen Avelo Adviser Office’s position as the back office system in the IFA market," Yates added.
