Intermediary Manager

A unique single view of the intermediaries you work with

Drive broker engagement with a relationship management system that's built to boost efficiency and revenue

Optimise your workflow - Automate tasks and streamline onboarding to reduce manual work, minimise errors and improve compliance
Boost productivity - Centralise broker and firm information, and track all interactions for comprehensive management
Drive business performance - Utilise advanced reporting and analytics to make informed decisions based on real-time data