Evaluate Technologies has unveiled its 'one-stop shop' online sourcing solution for brokers and distributors, which it claims offers fully up-to-date and accurate whole-of-market business-to-business sourcing.
The firm says the accuracy of the systems is backed up by an immediate product withdrawal notification ensuring that during times of frequent criteria changes and withdrawals, users are fully aware of exactly when the application deadlines are.
The sourcing engine can also be white-labelled to help brokers target consumers who are committed to playing some role in sourcing their own financial solutions.
Julie Speed, national accounts director at Evaluate Technologies, explains: "We are constantly evolving our propositions to ensure that brokers and distributors are in pole position to capitalise on the unparalleled accuracy of the systems to free up valuable time to advise clients on a greater range of needs to help boost retention and referral levels.
"The market remains a tough one in which to operate which only serves to further illustrate the importance of efficiency across every part of a business."IFAonline
Regular reminders and updates
9 December 2019 deadline
Joe McDonnell joins as head of portfolio solutions (EMEA)
Adviser of the Year - South East
Fidelity Multi Asset CIO's outlook