The Exchange
Welcome to The Exchange and 1st......
leading suppliers of software and services to financial intermediaries in the UK.
The Exchange is part of the financial services division of Vertex Financial Services; together we are uniquely positioned to enable full end-to-end electronic new business processing and ongoing policy servicing.
Exweb, our award-winning online portal and Officeweb, a comprehensive back-office CRM and administration system, support the key stages of an intermediary’s business process.
In March 2006, Vertex Financial Services acquired the 1st business. 1st develops, markets and supports software delivering financial planning, client management and full back-office administration to financial intermediaries. The combination of The Exchange and 1st creates a step up for advisers in their online capability, irrespective of their business size. Together they support the key stages of an intermediary’s business process – from initial customer contact through to maintaining ongoing policies and customer relationships.
To login to The Exchange or 1st, please use the links on the right of the page.
Download The Exchange corporate brochure
Download 1st corporate brochure