Sandringham Financial Partners has adopted IPipeline’s protection sourcing system SolutionBuilder and integrated PreQuo’s services into the cash flow modelling tool CashCalc.
The SolutionBuilder portal delivers 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 aims to increase efficiency by providing accurate premiums.
Sandringham Financial Partners is an advice arm of M&G Wealth.
It said using IPipeline’s Risk Reports it will seek to engage clients earlier in the protection journey, making them aware of their protection shortfalls while highlighting the affordability of having the right cover in place.
Tim Grey, managing director at Sandringham Financial Partners, said: “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.
“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.”