Intermediary Inter Alliance will provide The Exchange’s Exweb product to its 1,200 registered users. The move should result in a net increase of around 750 Exweb licenses for The Exchange.
Sue Summers, managing director of The Exchange, said: “The Exchange and Inter Alliance are to integrate the Exweb system with Inter Alliance’s own Atlas system and enable client information to be pulled directly onto the Exweb technology.”
“We are working with Inter Alliance to ensure our services integrate seamlessly with its existing technology and deliver practical business benefits to its IFA firms.”
Mike Achilles, chief technology officer at Inter Alliance, said: “This collaboration represents a further development in our strategic objective to provide IFAs with a first-class support capability through partnership with sector-leading organisations.
“It also reflects our determination to develop simple, easy to use applications that enables our IFAs to further improve the service they give to clients.”