Affinity's electronic Financial Needs Analysis (eFNA) is a robust and simple-to-use financial planning app designed for Aviva Relationship Consultants (ARCs).
This comprehensive end-to-end iPad application makes it easy and effective for ARCs to conduct fact find with clients, product recommendations and submit for supervisors review. For Aviva proposals, the information provided in the eFNA are prepopulated and ARCs can submit proposals directly to Aviva for processing.
Easy submission of your clients FNA via the app without the need for hard copies
Personalised dashboard overview of your existing clients cases
User-friendly interface for client case management with on-the-go document submission feature
Advocates safe handling of client information
Requirements for use:
Apple iPad with iOS 13.0 (or higher) installed
WIFI or 3G/4G data connection
Only advisers and supervisors who are existing users of the Aviva Online portal are able to log in and use this app.
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