The Exchange has announced the integration of its comparative quotation and electronic application services with two new software platforms.
The portal has added back office administration software platform FAIRS and also online product research database called Aequos from Defaqto. The FAIRS system is already used by over 300 intermediaries according to the Exchange including Independent Financial Advisers, mortgage brokers and specialist private client portfolio managers. The portal service says FAIRS is designed to enable intermediaries manage their client relationships effectively. The platform also enable fact finds, needs analysis, valuations, portfolio modelling, asset allocation reviews, risk analysis and client rep...
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