Trigold's Prospector AAA mortgage compliance software will soon be available through the Exweb IFA portal service thanks to a new deal between the Exchange and Trigold.
Under the new arrangement, Exweb’s existing 20,000 client base will be able to subscribe to Trigold for compliant mortgage sourcing, applications and compliance software while Trigold’s 17,000 will be able to access tools for the sale of life, pensions, investment and insurance products. Trigold’s service allows users with produce automated Initial Disclosure Documents (IDDs), enhanced fact finds as well as access its Key Facts Illustrations wizard, a suitability letter generator. Part of the deal allows Exweb members to subscribe to the Compliance Shield system which saves all compli...
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