The Exchange, a provider of portal services to intermediaries, has launched an updated version of it...
The Exchange, a provider of portal services to intermediaries, has launched an updated version of its equity release trading platform that intermediaries and networks can brand as their own and use within websites or intranet services. A customised version of the service is now available for intermediary firms, which enables clients to carry out their own research through the adviser's website and produce comparative quotations before contacting the adviser for advice. The service is aimed at reducing the time needed with each customer to complete the sales process. It can be set up to...
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