Technology provider 1st Exchange is launching a white-label client communication portal for advisers.
The tool, which will be available in the winter, offers intermediaries instant access to client requests and can also be linked to advisers' own websites. For clients, the portal provides a single online view of personal information which is linked to Adviser Office, with the ability to check the status of applications in progress in real time. Customers can also ask their adviser questions and update their personal information using the service, which is compatible with iPhones and BlackBerry. Paul Yates, strategy and business development director for 1st Exchange, says the tool w...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes