I, Brian
1st June 2009, 18:39
Just curious - what software do financial services brokers use to find a quote for potential customers?
I'm presuming at present there's a choice of available platforms, and that one or more may be fairly comprehensive - ie, insurance, loans, mortgages, etc.
However, I'm now wondering whether such brokering software is developed as bespoke for the company involved?
Question is - can any IFA set up a brokering software platform on their PC to provide quotes for clients, and if so, does this mean there are readily available platforms? Or is the process more complicated than that?
I'm presuming at present there's a choice of available platforms, and that one or more may be fairly comprehensive - ie, insurance, loans, mortgages, etc.
However, I'm now wondering whether such brokering software is developed as bespoke for the company involved?
Question is - can any IFA set up a brokering software platform on their PC to provide quotes for clients, and if so, does this mean there are readily available platforms? Or is the process more complicated than that?