St. James's Place adopts iPipeline's protection portal

clock • 1 min read

St. James's Place has adopted iPipeline's research, quote and apply portal, SolutionBuilder

St. James's Place Wealth Management said it has integrated SolutionBuilder to enhance the delivery of quality protection advice. Clive Foulds, relationship manager, St. James's Place, said: "With the introduction of SolutionBuilder, we're providing our Partners with a next-generation tool that improves the protection advice process, one where they can compare a range of options for their clients on one screen, including single and multi-benefit options, yet without needing to spend additional time sourcing the information. "During face-to-face meetings, our Partners now have the abili...

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