Exweb - Adviser Office integration hits first milestone

The idea behind the integration – both businesses are now part of Vertex Financial Services, part of United Utilities' subsidiary Vertex - is to create a straight through processing capability for advisers, linking front and back-end functions in a more automated and “seamless” way. Achieving the first major target in the integration process essentially means a new level of automation has been introduced for respective users of Advisers Office and Exweb who are also licensees of both. It is currently the case that users must hold separate licences in order to obtain access to full ben...