Affinity eFNA

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 supervisor’s review. For Aviva proposals, the information provided in the eFNA are prepopulated and ARCs can submit proposals directly to Aviva for processing. Key features: • Easy submission of your client’s FNA via the app without the need for hard copies • Personalised dashboard overview of your existing client’s 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.