Secure Website Guide
Advisers Guide to the Secure Avalon Website
The Avalon website is split into two main parts; the public area where IFA's and new and existing clients can find information about us, together with information on our products, literature and market/fund information without having to register with us.
The second part of our site is the secure area. This provides access to up to date client information, portfolio valuations and a range of downloadable reports.
In order to use our secure website you will need to register with us in order to gain your Username, password and memorable word. If you haven't already done this please call us, it only takes two minutes!
To view our website you will need to have Adobe Acrobat Reader and Adobe Flash installed. We have provided a link to the Adobe site to download the software for free.Adobe Acrobat can be downloaded for free by clicking this link
To login to the secure website use the button on the menu. Clicking this will open our secure site in a new window.
You will be asked for your username and password after which you will be asked to enter a security word which is embedded into an image.
After this stage you will be asked to enter selected letters from your memorable word, which completes the logging in process.
After successfully logging onto the secure website the first screen you see will be a summary of all your clients.
Update 23.04.2010
You will notice there is now a EXTRACT button. This allows you to extract a valuation for either an individual client by using the extract button next to their name or you can use the extract button.
Pressing the extract button will generate a XML file that looks like this
If you click FILE and SAVE AS you will find that you have a extract file like this
If you RIGHT click on the file and select Open With you can select Excel. This will then allow you to view the valuation and or import the data into back office software or save the spreadsheet for future reference.
You can click on the word ‘Search' to reveal a menu.
Upon selecting a client from the list you will be taken to the ‘Your Details' menu. This area provides a summary of the client's personal data and details the clients' holdings. The first screen shows personal data. Please note this data cannot be amended online.
By selecting ‘Portfolio' from the menu on the right hand side you will be given the option to view total holdings or view the individual components of the portfolio. This is done by clicking the product to reveal expanded information as seen below.
The ‘Your Cash' menu shows a list of the most recent cash transactions on the account. Each product features a Capital and Income account which can be viewed separately.
The Income/Dividends tab provides a breakdown of any income/dividend payments which have been credited to the account showing Gross and Actual amounts received.
‘Reporting'
Reports enable you to produce a selection of valuations which can be printed or saved in PDF format. The drop down menu reveals the available reports. It is also possible to generate back-dated reports.
NB some PopUp blockers will need to be temporarily turned off in order for the reports to generate as they open in a new window.
‘Settings'
Gives you the opportunity to change your password and memorable word if you wish. Before making any changes to these details it is important that you contact us so that we can keep our records up to date in case you lose or forget your password in the future.
‘Administration'
Returns you to the home screen for a list of all your clients
‘Sign Out'
This button is used once you wish to log out. As an added security measure if you do not click the sign out button you will be logged off after a period of inactivity.
Please remember if you have any problems using the Avalon website or have any suggestions or criticisms feel free to contact us and we will be happy to assist you.