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 Sheet1   Sheet2   Sheet3 
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2011 Wrap & Plat= form e-Excellence Results
7IM ASCENTRIC AVIVA WRAP<= /td> AXA ELEVATE= FIDELITY STANDARD LI= FE WRAP TRUE POTENT= IAL WEALTHTIME<= /td>
OVERALL RATING ee+ ee+ ee+ ee+ ee eee eee eee
GIA                                 
PRODUCT AVAILABILITY & FEATURES κκκκκ κκκκ κκκκκ κκκκκ κκκκκ κκκκκ κκκκκ κκκκκ
INVESTMENT OPTIONS & FUNDS κκκκ κκκ κκκ κκκκ κκκ κκκ κκκ κκκκ
RE-REGISTRATION & TRANSFERS κκκ κκκ κκκ κκκκ κκκ κκκκ κκκκ κκκκ
CHARGES κκκκκ κκκκ κκκκ κκκκ κκκκ κκκκ κκκκ κκκκ
CASH ACCOUNTS κκκκ κκκ κκκκ κκκκ κκκ κκκκ κκκ κκκκ
ILLUSTRATIONS κκκκ κκκ κκκκ κκκ κκ κκκκκ κκκκ κκκ
VALUATIONS FACILITY κκκκ κκκ κκκ κκκ κκ κκκκ κκκ κκκκ
VALUATION DATA κκκκ κκκκ κκκ κκκ κκκ κκκ κκκκ κκκκκ
VALUATION ERROR MESSAGES κ NA κκκκ NA NA κκκ NA κκ
ISA                                 
PRODUCT AVAILABILITY & FEATURES κκκ κκκ κκκ κκκ κκκκ κκκκ κκκ κκκκ
INVESTMENT OPTIONS & FUNDS κκκκ κκκκ κκκ κκκ κκκ κκκ κκκκ κκκκ
RE-REGISTRATION & TRANSFERS κκκ κκκ κκκ κκκ κκκ κκκ κκκκ κκκ
CHARGES κκκκ κκκκ κκκκ κκκκ κκκκ κκκκ κκκκ κκκκ
CASH ACCOUNT κκκκ κκκ κκκ κκκκ κκ κκκκ κκκ κκκκ
ILLUSTRATIONS κκκκ κκκ κκκκ κκκ κκκ κκκκκ κκκκ κκκ
VALUATIONS κκκ κκκ κκκ κκκ κκ κκκκ κκκ κκκκκ
VALUATION DATA κκκκ κκκκ κκκ κκκ NA κκκ κκκκ κκκκ
VALUATION ERROR MESSAGES κ NA κκκκ NA NA κκκ NA NA
SIPP                                 
PRODUCT AVAILABILITY & FEATURES κκκ κκκ κκκ κκκκ κκκ κκκ κκκ κκκκ
CHARGES κκκκ κκκ κκκκ κκκκ κκκκ κκκ κκκ κκκ
INVESTMENT OPTIONS & FUNDS κκκ κκκ κκκ κκκ κκκ κκκ κκκ κκκ
ILLUSTRATION GENERATION κκκκ κκκ κκκ κκκ κκ κκκκ κκκ κκκ
ILLUSTRATION DATA κκκκ κκκκκ κκκκκ κκκκκ κκκ κκκκκ κκκκκ κκκκκ
ILLUSTRATIONS GROWTH RATES κκκ κκκκκ κκκκ κκκκ κκκ κκκκκ κκκκ κκκκκ
ILLUSTRATION STORAGE/RETRIEVAL κκ κκκκ κκκκκ κκκκ κ κκκκ κκκκκ κκκκκ
BENEFIT STATEMENTS  NA κκ κκκ κκκ κ κκ κκκ κκκ
RE-REGISTRATION  κκ κκκ κκκ κκκκ κκκ κκκκ κκκ κκκκ
TRANSFERS  κκ κ κκκκ κκκκ κκκκ κκκκ κκ κκ
VALUATIONS FACILITY κκκ κκκ κκκ κκκ κκ κκκ κκκ κκκκ
VALUATION DATA κκκ κκκκ κκκ κκκ κκ κκκ κκκκ κκκκ
VALUATION ERROR MESSAGES NA NA κκκκ NA NA κκκ NA κ
TRANSACTION HISTORY κκκκ κκκκ κκκκ κκκκ κκκκ κκκκ κκκκ κκκκ
CASH ACCOUNT κκκ κκκκ κκκ κκκκ κκκ κκκκ κκ κκκκ
INDIVIDUAL PENSION                                 
PRODUCT AVAILABILITY & FEATURES NA κκκκ NA κκκ NA NA κκκ NA
INVESTMENT OPTIONS & FUNDS NA κκκ NA κκκ NA NA κκκ NA
VALUATIONS NA κκκ NA κκκ NA NA κκκ NA
VALUATION DATA NA κκκκ NA κκκ NA NA κκκκ NA
VALUATION ERROR MESSAGES NA NA NA NA NA NA NA NA
RE-REGISTRATION  NA κκκ NA κκκ NA NA κκκ NA
TRANSFERS  NA κ κκκκ κκκ NA NA κκ NA
CHARGES NA κκκ κκκ κκκ NA NA κκ NA
ILLUSTRATION GENERATION NA κκκ κκκ κκκ NA NA κκκ NA
ILLUSTRATION DATA NA κκκκκ κκκκ κκκκκ NA NA κκκκ NA
ILLUSTRATION STORAGE/RETRIEVAL NA κκκκ κκκκκ κκκκ NA NA κκκκκ NA
ILLUSTRATION GROWTH RATES NA κκκ κκκ κκκ NA NA κκκ NA
BENEFIT STATEMENTS  NA κκ κκκ κκ NA NA κκκ NA
CASH ACCOUNTS NA κκκκ κκ κκκκ NA NA κκ NA
TRANSACTION HISTORY NA κκκκ NA κκκκ NA NA κκκ NA
USP                                 
PRODUCT AVAILABILITY & FEATURES κκ κκκ κκκ κκκ κκκ κκκ κκκ κκκ
INVESTMENT OPTIONS & FUNDS κκκκ κκκ κκκκ κκκκ κκκ κκκκ κκκ κκκκκ
TRANSFERS κκ κ κκκκκ κκκ κκκκ κκκκκ κ κκ
CHARGES κκκ κκκ κκκκ κκκκ κκκ κκκκ κκκκ κκκκ
ILLUSTRATION GENERATION NA κκκ κκκ κκκ κκ κκκκ κκ κκκ
ILLUSTRATION DATA NA κκκ κκκ κκκ κκ κκκκ κκκ κκκκ
ILLUSTRATION STORAGE & RETRIEVAL κκ κκκκκ κκκκ κκκκκ κκκκ κκκκ κκκκ κκκκ
ILLUSTRATION GROWTH RATES κκ κκκκ κκκ κκκκ κκ κκκ κκ κκκκ
REMUNERATION κκκ κκκκ κκ κκκκ κκκ κκκκκ κκκ κκκκ
STATEMENTS κκ κκκ κκκκ κκκ κ κκκ κκκ κκκκ
INCOME PAYMENTS κκ κκκ κκκ κκκ κκ κκκ κκ κκκ
VALUATION FACILITY κκ κκκκ κκκ κκκκ κκ κκκ κκκ κκκκ
VALUATION DATA κ κκ κκκ κκ κ κκ κ κκκκκ
VALUATION ERROR MESSAGES NA NA κκκκ NA NA κκκ NA κκ
CASH ACCOUNTS κκκ κκκκ κκκ κκκκ κκκ κκκ κκκ κκκκ
ONSHORE BOND                                 
PRODUCT AVAILABILITY & FEATURES κκκ κκκκ NA NA κκ κκ NA NA
INVESTMENT OPTIONS & FUNDS κκκ κκ NA NA κ κ NA NA
CHARGES κκκκ κκκκ NA NA κκκ κκκ NA NA
ILLUSTRATION DATA κ κκκ NA NA κκ κκ NA NA
ILLUSTRATION GENERATION κκκ κκκ NA NA κκκ κκκ NA NA
ILLUSTRATIONS GROWTH RATES κκ κκ NA NA κκ κκκ NA NA
RE-REGISTRATION & TRANSFERS κκ κ NA NA NA κ NA NA
TRANSACTION HISTORY κκκκ κκκκκ NA NA κκκ κκκκ NA NA
VALUATIONS κκκ κκκ NA NA κκ κκκ NA NA
VALUATION DATA κκκκ κκκκ NA NA κ κκκ NA NA
VALUATION ERROR MESSAGES NA NA NA NA κ κκκ NA NA
CASH ACCOUNT κκκ κκκκ NA NA NA NA NA NA
OFFSHORE BOND                                 
PRODUCT AVAILABILITY & FEATURES κκκκ κκκ NA κκκκ κκκ κκκ κκκ κκκκ
INVESTMENT OPTIONS & FUNDS κκκκ κκκ κ κκκκ κκ κκκ κκκ κκκ
CHARGES κκκκ κκκ NA κκκ κκκ κκκ κκκ κκκ
ILLUSTRATION DATA κ κκκ NA κκκ κκ κκκ κκκ κκκ
ILLUSTRATION GENERATION κκ κκκ NA κκκ κκ κκκ κκκκ κκκ
ILLUSTRATIONS GROWTH RATES κκ κκ NA κκκ κκ κκκ κκκ κκκκ
RE-REGISTRATION & TRANSFERS κκ κκ NA κκ κκ κκ κκκκ κκκκ
TRANSACTION HISTORY κκκκ κκκκ NA κκκκκ κκκκ κκκκ κκκκ κκκκ
VALUATIONS κκκ κκκ NA κκκκ κκ κκκ κκκ κκκ
VALUATION DATA κκκκ κκκκ NA κκκ κκ κκκ κκκκκ κκκκ
VALUTION ERROR MESSAGES κ κ NA NA NA κκκ NA κκ
CASH ACCOUNT κκκ κκκκ NA κκκ κκ κκκ κκκ κκκκ
PLATFORM TECHNOLOGY                                
PLATFORM TECHNOLOGY κκκ κκκ κκκκ κκκ κκκκ κκκκκ κκκ κκκ
SECURITY κκκ κκκ κκκ κκκ κκκ κκκκ κκκ κκκ
MESSAGING INFORMATION κκ κκκ κκκκκ κκκ κκκκκ κκκκ κκκ κκκ
MOBILE PLATFORM & BROWSER  κκ κ κκ κ κκ κκ κκκ κκκ
MODEL PORTFOLIOS/DFM                                
MODEL PORTFOLIOS κκκ κκκ κκκ κκκ κκκ κκκκ κκκκ κκκκ
DISCRETIONARY FUND MANAGER (DFM) κκκ κκκ NA κκκ κκκ κκκ κκκ κκκκ
CASH ACCOUNT (PLATFORM LEVEL)                                
CASH ACCOUNTS κκ κκκ κκκ κκκ κκκκ κκκ κκκ κκκ
CHARGING STRUCTURE                                
PLATFORM CHARGE κκ κκ κκκ κκκ κκ κκκ κκ κκκ
TRANSACTIONAL CHARGES κκκκ κκκκ κκκκ κκκκ κκκκ κκκκκ κκκκ κκκκκ
DISCOUNTS κκκκ κκκκ κκκ κκκ κκ κκκ κ κκκκ
TRANSPARENCY κκκκκ κκκκ κκκκ κκκκκ κκκκ κκκ κκκκ κκκκκ
CLIENT COSTS NA NA NA NA NA NA NA NA
REMUNERATION                                
REMUNERATION κκκκ κκκ κκκκ κκκκ κκκ κκκκ κκκκ κκκκκ
RE-REGISTRATION FACILITY                                
RE-REG κκκκ κκ κκκ κκκ κκ κκκκ κκκ κκκκ
NON LIFE COLLECTIVE INVESTMENTS κκκ κκκ κκκ κκκκ κκκκ κκκκ κκκ κκκκ
LIFE FUNDS κκκ NA κκκ κκκ NA κκ NA κκκ
OFFSHORE INVESTMENTS κκκ κκκ κκκ κκκ κκκ κκκ κκ κκκκ
DIRECT EQUITIES/STOCKBROKING κκκ κκκ κκκ κκκκ NA κκκ κκκ κκκ
FACT FIND                                
E-FACT FINDING CAPABILITIES κκκ κ NA κ κ κκκκ κκκκκ NA
FUND INFORMATION                                
FUND CODES κκ κκκ κκκ κκκκ κκκκ κκκ κκκκ κκκκ
FUND FACT SHEETS κκκ κκ κκκ κκ κκκ κκκ κκκ κ
E-NEW BUSINESS                                
E-NEW BUSINESS FACILITY κκκ κκκ κκκ κκκ κκκ κκκ κκκ κκκ
ELECTRONIC ID AND VERIFICATION κκ κκ κκ κκκ κκκ κκκκ κκκ κ
DISCLOSURE DOCUMENTS κκκκ κκκκ κκκ κκκ κκκ κκκ κκκ κκκ
KFDS κκκ κκκκκ κκκκ κκκκ κκκκ κκκ κκκκ κκκκ
TRACKING FACILITIES                                
TRACKING FACILITIES κκ κκκ κκ κκκκ κκ κκκ κκκ κκκκ
PAYMENTS                                
PAYMENTS (IN) κκκ κκκ κκ κκκ κκκ κκκ κκκ κκκκ
PAYMENTS (OUT) κκκ κκκ κκ κκκ NA κκκ κ κκκκ
ONLINE FACILITIES                                
INCREMENTS κκκκ κκκκ κκκ κκκκ κκκκ κκκκ κκκκ κκκκ
SWITCHES κκκ κκκ κκκκ κκκ κκκ κκκ κκκ κκκκ
WITHDRAWALS κκκκ κκκ κκκκ κκκ κκκ κκκ κκκκ κκκκ
TRADING FACILITY κκκ κκκκ κκκ κκκ κκκ κκκκ κκκκ κκκκκ
CHANGES κκκκ κ κ κκκ κκκ κκκ κκκκκ κκκκ
ONLINE TRUSTS κκ κκκ κ κκκ κ κκκκ κκκ κκκκκ
ONLINE FACILITIES κκκκκ κκκκ κκκ κκκ κκκ κκκκ κκκκ κκκκ
RE-BALANCING FACILITY κκ κκ κκκ κκκ κκ κκκ κκκκ κκκκ
CLIENT ACCESS                                
CLIENT ACCESS κκκ κκκ κκ κκκ κκκ κκκκ κκ κκκκ
INTEGRATION FUNCTIONALITY                                
RE-POPULATION FACILITY κκκ κκκ κκκ NA κκκ κκκ κκκκ κκκκκ
TWO-WAY DATA EXCHANGE κκκκ κκκ κκκ κκ κκ κκκ κκκκκ κκκκκ
PRODUCT PROVIDER INTEGRATION κκ κκκκκ NA κκκκκ NA κ κκκκκ κ
CMS INTEGRATION                                
AVELO ADVISER OFFICE κκκ κκκκ κκκ κκκ κκ κκκ NA κκκκ
BLUECOAT NA NA κκκ NA κ κκκ NA NA
DPOS NA κκκκ κκκ NA NA κκκ NA NA
DURELL NA κ κκκ NA NA NA NA NA
FOCUS κκκ NA κκκ NA κκ κκκ NA NA
INTELLIFLO κκκ κ κκκ κκ κ κκκ NA NA
JCS κκκ κ κκκ NA κ κκκ NA NA
PLUM SOFTWARE NA κκκ κκκ κκ κ κκκ NA NA
PRESTWOOD NA NA κκκ NA κ κκκ NA NA
AVELO OFFICEWEB  κκκ NA κκκ NA κ κκκ NA NA
CAPITA κκκ NA κκκ NA κ κκκ NA NA
SIRIUS NA NA κκκ NA κ κκκ NA NA
WMS (FAIRS) NA NA κκκ NA κ κκκ NA NA
TRUE POTENTIAL NA κκκκ κκκ κκ κ κκκ κκκκκ NA
OTHER CMS INTEGRATION κκκ κκκκ κκκ κκ κκκ κκκκκ NA NA
DATA AGGREGATION                                
SERVICING CLOSED BOOK PRODUCTS κκκ κκκκ κκκ κκ κκ κκκκ κκκκκ κκκκ
SERVICING OFF PLATFORM PRODUCTS κκκ κκ κκκ κκκ κκκ κκκ κκκ κκκκκ
THIRD PARTY LEGACY PRODUCTS κκκκ κκκ κκκκκ κκκκ κκκ κκκκκ κκκκκ κκκκ
SERVICE & SUPPORT                                
SERVICE LEVEL AGREEMENTS (SLAS) κκκκ κκκκκ κκκκκ κκκκ κκκκκ κκκκκ κκκκκ κκκκκ
SERVICE & SUPPORT LEVELS = κκκ κκκκ κκκκ κκκκ κκ κκκκ κκκκ κκκ
DATA MIGRATION SERVICES κκ κκκ κκκκ κκκκκ κκκ κκκ κκκκκ κκκ
CO-BRANDING OPTIONS κκκκ κκκκ κ κκκ κκκ κκκκκ κκκ κκκκκ
SUPPORT SERVICES κκκκ κκκ κκκκ κκκκ κκκ κκκκ κκκ κκκ
IMPLEMENTATION & TRAINING κκκκ κκκκ κκκκκ κκκκκ κκκκ κκκκ κκκκ κκκκ
BUSINESS TRANSFORMATION κκκκκ κκκκκ κκκκκ κκκκκ κκ κκκκ κκκκκ κκκκ
MANAGEMENT INFORMATION & GENERAL REPORTI= NG                      
ADVISER ASSISTANCE MI κκκκ κκ κκκ κκκ κκ κκκ κκκκκ κκκκ
AUDIT TRAIL AND LEAD MANAGEMENT κκκ κκκ κκ κκκ κ κκκκ κκκκκ κκκ
CORPORATE ACTIONS κκκκ κκκ κκκ κκκκ κκκ κκκκκ NA κκκκκ
GENERAL REPORTS κκκκ κκκ κκκκ κκκ κκκ κκκ κκκκκ κκκκ
CUSTOMER SEGMENTATION κκκκκ κκκκ κκκ κκ NA κκκκκ κκκκκ κκκκ
SOCIAL MEDIA                                
POLICY & PROCEDURES κκκ κκκ κκκ κκκ NA κκκκ κκ NA
SITES & CONTENT κκ κκ κκκ κκ κ κ κκ NA
ASSET ALLOCATION TOOL                                
 ASSET ALLOCATION FUNCTIONALI= TY NA κκ NA κκ κκ κκ κκκκ NA
ASSET ALLOCATION DATA CAPTURE NA κκ κ κκκ κκ κκ κκ NA
ASSET ALLOCATION OUTPUTS NA κκκ NA κκκκ κκκκ κκκκ κκκκ NA
PORTFOLIO MODELLING TOOL                                
PORTFOLIO MODELLING FUNCTIONALITY NA NA NA κκ κκ κκ NA κκκκ
PORTFOLIO MODELLING DATA CAPTURE NA NA NA κκκ κκ κκκ NA κκ
PORTFOLIO MODELLING OUTPUTS NA NA NA κκκ κκκ κκκκ NA κκκ
RISK PROFILING ADVISER TOOL                                
RISK PROFILING FUNCTIONALITY κκ κκ NA κκκ κκκ κκ κκ NA
RISK PROFILING DATA CAPTURE κκ κ NA κκκ κκ κ κκκ NA
RISK PROFILING OUTPUTS κ κκκ NA κκκ κκκκ κκκ κκκκ NA
RISK PROFILING CONSUMERTOOL                                
RISK PROFILING FUNCTIONALITY NA NA NA NA κκκ κκ NA NA
RISK PROFILING DATA CAPTURE NA NA NA NA κκ κ NA NA
RISK PROFILING OUTPUTS NA NA NA NA κκκκ κ NA NA
EDUCATION PLANNER                                
EDUCATION FUNCTIONALITY NA NA NA κ NA NA NA NA
EDUCATION DATA CAPTURE NA NA κκ κκκκκ NA NA NA NA
EDUCATION OUTPUTS NA NA κ κκκκκ NA NA NA NA
INHERITANCE TAX PLANNER                                
INHERITANCE TAX FUNCTIONALITY NA NA NA κ NA NA NA NA
INHERITANCE TAX DATA CAPTURE NA NA NA κκκκκ NA NA NA NA
INHERITANCE TAX OUTPUTS NA NA NA κκκκκ NA NA NA NA
LIFETIME INCOME AND OBJECTIVE PLANNER                                
LIFETIME PLANNER FUNCTIONALITY NA NA NA κκ κκ κκ NA NA
LIFETIME PLANNER DATA CAPTURE NA NA NA κκκκκ κκκ κκκ NA NA
LIFETIME PLANNER OUTPUTS NA NA NA κκκκ κκκ κκκκ NA NA
TARGETING INCOME IN RETIREMENT                                
TARGETING INCOME FUNCTIONALITY NA NA NA κκ κ κκκ NA NA
TARGETING INCOME DATA CAPTURE NA NA NA κκκκκ NA κκκ NA NA
TARGETING INCOME OUTPUTS NA NA NA κκκκ NA κκκ NA NA
WITH PROFITS ANALYSER                                
WITH PROFITS FUNCTIONALITY NA NA NA NA NA κκ NA NA
WITH PROFITS DATA CAPTURE NA NA NA NA NA κκκ NA NA
WITH PROFITS OUTPUT NA NA NA NA NA κκκκ NA NA
RE-BALANCING TOOL                                
RE-BALANCING FUNCTIONALITY NA κκ κκ κκκ κκ κκ NA κκκκ
RE-BALANCING DATA CAPTURE NA κκκκ κκκκ κκκκκ κκκκ κκκκ NA κκκκκ
RE-BALANCING OUTPUTS NA κκ κκ κκκ κκκκ κκκ NA κκκκ
RETIREMENT OPTIONS COMPARISON MODELLING TOOL=                      
RETIREMENT OPTIONS TOOL FUNCTIONALITY NA NA κ κ NA κκ NA NA
RETIREMENT OPTIONS DATA CAPTURE NA NA κκκ κκκκ NA κκκ NA NA
RETIREMENT OPTIONS OUTPUTS NA NA κκκ κκκκ NA κκκκ NA NA
CGT PLANNING TOOL                                
CGT FUNCTIONALITY NA κκ NA NA κκ NA NA NA
CGT DATA CAPTURE NA κκ NA NA κκκ NA NA NA
CGT OUTPUTS NA κκκ NA NA κκκ NA NA NA
RE-REGISTRATION TOOL                                
RE-REGISTRATION TOOLS NA NA κκκ κκ NA NA NA NA
AFFORDABILITY/BUDGET TOOL                                
AFFORDABILITY & BUDGET FUNCTIONALITY NA NA NA κ NA NA κκκκ NA
AFFORDABILITY & BUDGET DATA CAPTURE NA NA NA κκκκκ NA NA κκκκκ NA
AFFORDABILITY & BUDGET OUTPUTS NA NA NA κκκκκ NA NA κκκκ NA
FUNCTIONALITY TOTALS                                
κκκκκ 6 κκκκκ 9 κκκκκ 10 κκκκκ 19 κκκκκ 3 κκκκκ 15 κκκκκ 20 κκκκκ 20
κκκκ 40 κκκκ 43 κκκκ 31 κκκκ 44 κκκκ 23 κκκκ 47 κκκκ 38 κκκκ 59
κκκ 50 κκκ 70 κκκ 75 κκκ 74 κκκ 55 κκκ 83 κκκ 56 κκκ 30
κκ 29 κκ 22 κκ 12 κκ 17 κκ 46 κκ 16 κκ 15 κκ 6
κ 7 κ 12 κ 7 κ 6 κ 22 κ 7 κ 4 κ 4
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As some parts of processes are more important to advisers than others, various sections below are weighted differently in arriving at the overall “e”-rating. Consequently companies can achieve high ratings in many individual sections without necessarily achieving the highest overall e-ratings. As different advisers use and prefer different ways of operati= ng, to achieve the highest scores providers need to support the full range of operating methods identified by advisers as in regular use during our dis= cussions with advice firms.
<= /td>
The above results reflect li= ve services as at 19th August 2011. Copyright © F&TRC 2011 - Not to be reproduced without written permission
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