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Thesis Asset Management integrates with Avelo Adviser Office


Thesis Asset Management, the investment manager focused on professional partnerships, is to integrate its investment platform with Avelo’s Adviser Office technology.

Avelo Adviser Office is a client and practice management system for adviser firms.
Being piloted throughout July and launched globally in August, this integration enables users to keep a close eye on their clients’ holdings by accessing daily automated valuations of assets that sit with Thesis.
These valuations appear within the IFA’s client records within Adviser Office, which will automatically update the clients’ valuations first thing in the morning so that the latest price can be confirmed.
Financial professionals using Avelo Adviser Office can now view these details at their desk or on the go. The integration with Thesis Asset Management will mean that adviser firms using Avelo Adviser Office technology will be able to benefit via the e-Services at no additional cost.
Lawrence Cook, director of business development at Thesis Asset Management, says: “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.”
Paul Yates (pictured), strategy and product development director at Avelo, says: “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 programme of STP integrations further strengthens Avelo Adviser Office’s position as the back office system in the IFA market. At a time when delivering value for money and demonstration of best practice is paramount, this confirms our ongoing commitment to advisers and consumers.”

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