Technology solutions provider 1st Exchange has announced Sally Davies as its new head of marketing.
AT8’s Mark Loosmore explains why portals have become such a vital part of many providers’ infrastructures.
AT8 Group’s Mark Loosmore looks at how LRH Wealth Management is helping its clients meet their investment goals.
1st-The Exchange has unveiled real-time fixed term or ‘to age' rates on its existing annuity comparison system on Exweb.
Living Time will launch fixed-term annuity quotations alongside traditional lifetime annuity rates on 1st-The Exchange's Exweb.
2Plan, the new national IFA firm, has linked up with The Exchange to offer the Exweb platform to its advisers.
Prudential has joined The Exchange’s Exweb service enabling more than 25,000 advisers to access client quotations from Prudential through the online portal.
The Exchange has upgraded its back-office solution Officeweb, which will be rolled out to the current 1,500 users at no extra cost.
The Exchange is claiming the industry’s first portal-based aggregated new business tracking service.
The 11,000 users of back office software Adviser Office and 23,500 users of trading platform Exweb are today being told that the two have now reached a go-live state of the integration outlined earlier this year.
Thinc Destini is to use The Exchange's Exweb to service its national and network distribution channels.
A new Pension term Assurance (PTA) service has been launched by The Exchange as part of its Exweb portal.
David Child, managing director of The Exchange, says the latest news highlighting the integration of portal Exweb with software developer 1st Software means parent Vertex Financial Services is on track to create a “utility” model that will be competitor...
Lifelink Mortgage Services has selected The Exchange's Exweb Broker portal to support its directly authorised mortgage intermediary offering.
Bright Grey is encouraging advisers to register now for the launch of its new extranet in January designed to enable them to get full online quotes as well as apply online.
The Exchange has partnered with eConveyancer to provide a comprehensive conveyancing referral service to brokers and intermediaries.
The Exchange has enhanced the usability of its new business service on Exweb.
The Exchange, owner of Exweb, and Legal & General have signed a new five-year contract for use of the Exweb portal.
The Exchange has announced the integration of its comparative quotation and electronic application services with two new software platforms.
The Exchange has launched its upgraded service Exweb Gold, which includes all existing Exweb services as well as additional services such as in-force contract management and aggregated real-time policy valuations for pensions and bonds.
The Exchange is launching a series of new tools which provides advisers with a client database and allows paraplanners their own status on the site.
Marlborough Stirling portal The Exchange has signed up to use UNPASS digital certificates, which can be used alongside the portal’s existing log-in system.
The Exchange has signed a deal with the Chartered Insurance Institute to provide online training and competency testing through the IFA portal.
The life and protection industry could save £37m annually by taking steps to earlier identify clients that are considered non-standard risk, says portal provider Exweb .