The Exchange is the UK’s market-leading quote and apply site for financial professionals. It makes finding and applying for the right products easy - saving time and reducing the cost of advice.
The Exchange provides the ability to research, quote and compare clients’ protection and retirement needs quickly and easily. It generates real-time quotes in seconds and applications are automatically pre-populated with client data—so it's easy to apply online at the touch of a button.
With support and expertise from Iress, we have integrated The Exchange into our existing CRM system and deployed it to our 350 advisers.
Our fact sheet includes everything you need to know.