professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • Equities Hub - in association with Capital Group
    • Multi-asset content hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

The Exchange

Technology

The Exchange adds Standard and Royal Liver to PTA service

The Exchange has announced the addition of Standard Life and Royal Liver to its Pension Term Assurance (PTA) service.

clock 24 April 2006 •

Investment

Thinc Destini to use Exweb

Thinc Destini is to use The Exchange's Exweb to service its national and network distribution channels.

clock 12 April 2006 •

Mortgages

Lifelink chooses Exweb

Lifelink Mortgage Services has selected The Exchange's Exweb Broker portal to support its directly authorised mortgage intermediary offering.

clock 24 March 2006 •

Protection

B&B to use The Exchange

Bradford & Bingley (B&B) is to use portal The Exchange to create a straight through processing platform for its advisers.

clock 15 March 2006 •

Technology

Marlborough Stirling becomes Vertex Financial Services

IT provider Marlborough Stirling has officially changed its name to Vertex Financial Services today, although The Exchange will keep its name and VFS will remain headquartered in Cheltenham.

clock 07 November 2005 •

Technology

Provider documents comply through Connect 360 swap

The Exchange is adopting technology supplied by compliance firm Connect 360 to give intermediaries tighter control of documents which must be managed for regulatory purposes.

clock 13 October 2005 •

Mortgages

The Exchange unveils e-conveyancing solution

The Exchange has partnered with eConveyancer to provide a comprehensive conveyancing referral service to brokers and intermediaries.

clock 21 September 2005 •

Mortgages

Classic Network Solutions to use The Exchange's portal service

Classic Network Solutions is to use The Exchange's Exweb Broker portal to support its mortgage advisers in the sale of protection products.

clock 16 September 2005 •

Protection

The Exchange launches new PMI quotation service

The Exchange has announced the launch of a new Private Medical Insurance (PMI) comparative quotation service with a special introductory offer and six providers already signed to come on board.

clock 29 July 2005 •

Your profession

The Exchange enhances its new business service

The Exchange has enhanced the usability of its new business service on Exweb.

clock 14 July 2005 •
345
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=the exchange