SOFTWARE providers The Exchange and 1st have announced further developments to their e-Valuation and e-Commission services.
The e-Valuations service has been enhanced to increase the accessibility of Contract Enquiry (Real Time Valuations) across users of Adviser Office (from 1st) and Officeweb (from The Exchange). e-Valuations is an automated system for obtaining client valuations and is designed to fit the adviser Client Review process. Users can request automated valuations either on an individual basis or through the e-Valuations hub which generates valuation requests for a plan, client or across all members of a Group scheme. Alternatively, advisers can use e-Valuations to automate the regular Client ...
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