Linx FS has unveiled Shoebox, a free online consumer platform which allows mortgage and protection advisers access to a number of new income generating opportunities.
It also offers clients the option of having all their financial information securely stored online.
The Shoebox platform gives brokers access to over 30 financial products in areas such as pensions, bonds, SIPPs, child savings accounts, annuities and share dealings as well as other areas of client expenditure.
Clients will have full access to Shoebox but upon introducing clients to the system brokers will be in place to earn referral income for any transactions placed through this vehicle. keeps the client up to date on what they’ve got, why they’ve got it and what it’s worth. It also produces automatic prompts and alerts that help clients and brokers ensure important dates and reviews are not missed.
The proposition is specifically aimed at mortgage brokers, protection advisers and introducers who have built up a sizeable client bank.
Phil Jay, director at Linx FS, said: “This is a fantastic opportunity for brokers to give their clients an amazing product with no cost or catches. The technology behind Shoebox is second to none and we will provide full training for brokers to best utilise the vast potential that it can offer across numerous areas of financial products services.
