Only Finance has signed an exclusive deal with The Exchange to integrate its back-office system with the Exweb portal.
The integrated service, which will initially be used by 50 advisers, will include quick links from the back-office to the Exweb homepage and can access quote data saved on the back-office system to prepopulate...
Sprinting to the finish line
Usage on the up
Can help close advice gap
Covid-19 has proven a catalyst for digitisation among financial advisers
Regulator 'follows not leads'
6.4% of over 80s saving for end of life needs
Maximum 30% of redress
Staff can come in if they wish
Two-day remote learning sessions