Savings and Investments
The Exweb service contains a wealth of information for the intermediary. Whether the user is an investment specialist or not, the service has a variety of beneficial features that advisers can take advantage of.
Key features at a glance:
- Quotation service – provides a compliant comparative investment bond facility
- Synaptic Research Tool – provides fast, accurate and fully detailed product information
- Price Watch Portfolio Tool – allows advisers to compare, analyse and contrast performance of clients' investment portfolios
- Offshore Centre – keeps advisers up to date with the latest research, information and news