The Exchange is the UK’s market-leading quote and apply portal 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.