The new interface allows brokers to sign in to their ezbob account, add new clients and their details, track existing cases, as well as all ongoing case progress and commissions.
According to Director, Sharone Perlstein, the new facility will further improve the effective use of a broker’s time and be a much more efficient way for brokers to interact with ezbob.
He said:
“We have already proved that we can make instant decisions based on our revolutionary system which looks at a client’s trading data and HMRC data in real time. The new interface is all about improving the overall experience of dealing with ezbob from the initial entry of client details, right the way through to completion and beyond. All the information is right where an adviser can get to it.”
He added, “We are committed to making the ezbob experience for adviser and customer the simplest and most transparent they will encounter in the marketplace.”
