The Exchange

The Exchange is an online comparison quote and transaction portal with the widest provider and product coverage in the market. It enables you to protect your business with robust and accurate research and treat your customers fairly by searching the largest range of protection, pensions, annuities, investments, mortgages and general insurance products on any portal.

The award-winning system is supported by more than 50 providers and 32,000 registered intermediaries, making The Exchange the most comprehensive – and most widely used – financial adviser portal in the market.

  • Search the market and obtain accurate comparative quotes
  • Submit and track electronic new business
  • Get the best coverage – over 350 products from more than 50 providers
  • Improve client service and cut the cost of the sales and advice process.
  • We offer all our users free and regular webinars. Get in touch at for further information

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Call us on 0345 053 0490 to find out how our industry-leading adviser portal can help you provide a more efficient, profitable service to your customer.