Exweb Gold
The next generation of Exweb with exclusive functionality
Exweb Gold builds on the existing research, quote and apply functionality of Exweb and allows instant, aggregated, real-time policy valuations for pension and bond products and a price feed to support other asset classes.
The significant time and cost savings helps users become much more efficient when it comes to generating client valuation reports. It can therefore help capture, maintain and grow client portfolios. The service, launched at the beginning of 2005, now has 6 live providers, with this number set to increase in the near future.
At a glance:
- aggregated policy valuations functionality for pensions and bonds
- streamlines client servicing and supports the IFAs business processes
- provides a consolidated client view
- saves time by reducing the number of calls to providers requesting current value and in preparing client review documents
- portfolio print
- contract management capabilities
- enhanced new business features
- price feed valuations
- flexible financial reporting.