Sandringham Financial Partners has incorporated iPipeline’s protection sourcing solution, SolutionBuilder, and its PreQuo service into its proposition.
iPipeline's PreQuo service, which uses the data from quotes to judge what protection customers need and offers premiums accordingly, has been added to the advisory firm's cash flow modelling tool, CashCalc, amid SFP's growth plans as it continues to invest in adviser technology. The independent advice arm of M&G Wealth said the adoption will engage protection clients early in their journey by highlighting the affordability of cover, as well as increasing client's awareness of where their protection falls short. iPipeline assistant vice president of client distribution Kate Buckley com...
To continue reading this article...
Join Professional Adviser
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence.
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters.
- Make smart business decisions with the latest developments in regulation, investing retirement and protection.
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes.
