02 March 2023, Cheltenham, UK
iPipeline® announced today that Sandringham Financial Partners has adopted its award-winning protection sourcing solution, SolutionBuilder®, and integrated PreQuo’s services into the cash flow modelling tool, CashCalc.
iPipeline portals deliver 50% of all protection quotes in the UK market and enables advisers to source and compare products and prices across the market. PreQuo uses data from millions of quotes to predict the protection needs of clients and increases efficiency by providing accurate premiums.
Sandringham Financial Partners, an independent advice arm of M&G Wealth, combines their “advice infrastructure” with their advanced technology, which enables their Advising Partners to focus on client time and outcomes.
With iPipeline’s Risk Reports, Sandringham partners’ clients will engage earlier in the protection journey, making them aware of their protection shortfalls while highlighting the affordability of having the right cover in place.
“We’re on an important growth journey, and we continue to invest in the best adviser technology. By integrating PreQuo into our tech proposition, we give our advisers a real protection-engagement platform, helping to build need and inject reality,” said Tim Grey, Managing Director at Sandringham Financial Partners. “We remain committed to highlighting concerns and solving problems for our clients. Our strategic direction continues to place our focus on proactively advising clients.”
Kate Buckley, AVP of Client Distribution at iPipeline, added, “We’re excited to partner with Sandringham Financial Partners to provide the technology they need to improve their protection advice and grow their business. Consumer Duty and market turbulence are driving more advisers to support and meet their clients’ protection needs. Our technology is here to ensure this can be done, as easily and efficiently as possible.”