The free online consumer platform also offers clients the benefit 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. Shoebox is a free total business solution to help brokers develop and grow their business in a friendly, professional and secure manner by utilising the system to access, maintain, analyse and manage their entire client’s financial information securely online.
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. Shoebox uses its in-depth industry knowledge to provide information that keeps the client up to date on what they’ve got, why they’ve got it and what its worth. It also produces automatic prompts and alerts that help clients and brokers ensure important dates and reviews are not missed.
The new website gives full details of the Shoebox proposition and is specifically aimed at mortgage brokers, protection advisers and introducers who have built up a good client bank.
Phil Jay, director at Linx FS commented: “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.
“A challenging marketplace has made it evident that brokers need to look even further afield in order to realise the full potential of their new and existing client base. Linx FS has been set up for brokers who realise the importance of exploring every sales opportunity to enhance their worth to their clients and ensure that all additional revenue streams are fully utilised. We believe our expertise, experience and great technology will enable brokers to get closer to their clients and satisfy all their financial requirements.”
