The integration of the Exweb service will allow all Adviser Office users who have registered with The Exchange to pre-populate Exweb quotations with client data from Adviser Office and to use Exweb’s electronic new business service. This is designed to save time, costs and reduce error rates, benefiting both advisers and providers. Firms using Adviser Office who are not currently registered users of Exweb can sign up for this service from £14 per month, per user.
David Child, chief operating officer at the Exchange, comments:
"These arrangements will deliver significant business benefits to IFAs by enabling them to automatically transfer client data from their back office into Exweb. By removing these administrative tasks we are further streamlining the current sales process and moving towards a true e-commerce model that will deliver cost reductions and efficiency improvements."
Adviser Office gives advisers access to online valuations from 14 major providers, fund supermarkets and discretionary wrap platforms as well as integration with all the main mortgage sourcing companies.
Mik Cons, managing director of 1st Software, comments:
“The integration with Exweb is a vital addition to our growing number of integrated partnerships and will no doubt prove incredibly popular with many Adviser Office users. We believe in giving all our clients freedom of choice to work with their preferred partners which is why we are so delighted to integrate with The Exchange. Many firms are now discovering the real, tangible benefits of integrated technology, particularly as it helps them to cut costs and improve client service at the same time. Our integration with the Exchange should help encourage even more firms to find this out for themselves.”
