“The integration with The Exchange is particularly powerful as it embeds our insight directly into the adviser journey."
Paul Roberts
CIExpert has partnered with Succession Wealth, providing access to CIExpert’s full suite of tools and resources to advisers across Succession Wealth’s specialist divisions.
Through this partnership, all wealth planners, mortgage and protection advisers, and chartered financial planners within Succession Wealth will have access to CIExpert’s comparison services.
This includes its Insight Zones, policy and conditions database, and extensive education and awareness resources spanning all areas of personal and business protection.
A key component of the partnership is CIExpert’s integration with Iress The Exchange, the core sourcing platform used across Succession Wealth.
This integration enables advisers to access CIExpert’s powerful protection insights directly within their existing advice workflow -eliminating the need to switch between systems and significantly improving efficiency.
Advisers can move from client fact-finding and research within The Exchange to detailed protection analysis in CIExpert, helping advisers access relevant insights within the advice process.
