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 .