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Golden age for Exweb

The Exchange has unveiled the next generation of its Exweb IFA portal that will enable advisers to receive client-servicing data from providers direct to their desktops.

Exweb Gold will offer online application tracking for new business, aggregated valuations and report generation. The Exchange says it will give IFAs without big technology budgets the increased efficiency and capability to transact business electronically.

The service, which will not be available until the end of the year, will also offer portfolio aggregation, giving a consolidated view of clients&#39 policies and investments, and a single password entry point to all participating providers.

Managing director Sue Summers says: “Exweb Gold will deliver a step-change in the range of e-commerce services available to intermediaries. We are investing significantly to deliver these services to IFAs, with major enhancements to the electronic interaction possible between IFAs and providers.”

Simply Biz chairman Ken Davy says: “Exweb Gold has the potential to cut costs, improve client servicing, reduce transaction times and generally increase efficiency and profitability.”


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