Principal has linked with avelo (previously called 1st Software), providers of the market leading ‘Adviser Office’ software, to give you online access to your clients' valuations.
Benefits to you, the adviser, include:
- time saved by accessing information about all your clients' investments in one place
- reduction in errors, as information does not have to be retyped manually
- cutting down unnecessary paperwork
- ability to view the Principal portfolio in the context of the client’s overall investments
- facility to customise reports at the touch of a button
To register please complete and submit the form on this page.
Avelo (Adviser Office) user guide
Avelo (Adviser Office) registration form
In submitting this form you agree to the Conditions governing the use of this facility, which can be viewed here.