View more on these topics

Exchange integrates services with IntelliFlo

The Exchange has completed work to integrate its comparative quotation and electronic application services with IntelliFlos front and back office administration systems.
Users of IntelliFlos Intelligent Office platform can now transfer client data electronically from their back-office into Exwebs quote services and then into electronic application forms.
IntelliFlo chief executive Nick Eatock says the integration will provide its clients with benefits in terms of cutting costs and improving customer service.
The Exchange managing director David Child says: “By integrating our quote and transaction services with back office systems such as Intelligent Office we are enabling IFAs to save time and money by reducing their admin burden.”

Recommended

The cookie crumbles

Urgent diary, urgent diary stop press. At the last minute Diary has finally received communication from Mr Ghiloni. However it seems his claim is not all the events discussed were actually leaving dos at all. Anyway in his own words:”I have read with interest the diary pieces regarding my departure from Britannic Asset Management and […]

Multi-manager launch from Zurich

Zurich is launching a fund of funds portfolio with a guarantee that its unit price will never fall below 80 per cent of its peak value.The multi-manager protected profit fund will invest in Cazenove UK growth and income, Newton higher income, DWS American growth, Gartmore European selected opportunities and BGI’s liquidity first cash fund. Equity […]

Exodus from endowments

The number of endowment policies in force has fallen by nearly three million in the last three years, according to a report by the ABI.

Three catalysts for European equities

By Rob Burnett, Manager of the Neptune European Opportunities Fund In recent weeks, the bear case for European equities has become more pronounced on the back of weaker-than-expected GDP data and deflation concerns. This softening in economic momentum has led some investors to question whether the ECB is behind the curve and indeed whether it […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com