An equity release trading platform from The Exchange will allow intermediaries and networks to apply own branding for use in websites and intranets.
This enables clients to do their own research via adviser websites before contacting the adviser for advice. Customiseable email alerts linking clients with adviser’s call centres or sales teams brings potential for time gains in closing sales. Results from the advice process can be instantly published in tabular format for clients, including summary reports. For additional details visit The Exchange IFAonline
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