The Exchange

A Vertex company

Enquiries: 08450 531111  

About us


Exweb is the award-winning, market-leading financial services portal developed by The Exchange, a leading supplier of software and services to financial intermediaries in the UK.

Exweb - enabling better business

The Exchange and 1st are sister companies, both belonging to Vertex Financial Services. 1st develops, markets and supports software delivering financial planning, client management and full back-office administration to financial intermediaries. Together we are uniquely positioned to support the key stages of an intermediary’s business process – from initial customer contact through to maintaining ongoing policies and customer relationships.

For more detail regarding Vertex please visit www.vertex.co.uk

1st provides technology solutions to over half the IFAs in the UK.

1st

1st has always believed in giving users value for money through continual product improvements, backed by a reliable and high level of service.

Every year, new features are released free of charge and this has played an important part in our growth - we now have over 1,300 Firms, over 1,650 sites and over 11,000 licenced users.

Learn more


Our awards

  • Professional Adviser Awards 2008 - Winner
      Professional Adviser Awards 2008
    • Best independent online service provider.
    • Best technology software provider.
  • The Exchange - Winner of the Professional Adviser Awards 2007
      Professional Adviser Awards 2007
    • Best independent online service provider.
  • The Exchange - Winner of the Professional Adviser Awards 2006
      Professional Adviser Awards 2006
    • Best independent online service provider.
    • Best technology software provider.
  • The Exchange - Winner of the Professional Adviser Awards 2005
      Professional Adviser Awards 2005
    • Best independent online service provider.
    • Best technology software provider.
  • Real Awards winner, 2005
      Real Adviser Awards 2005
    • Best technology winner.
  • PM Awards winner, 2004
      Pensions Management Awards, 2004
    • Best overall portal.
    • Best portal accessibility.
    • Best portal quotation.
    • Best portal online technical support.

Login to Exweb

WARNING - you have not loaded the Exweb software

In order to get the most out of Exweb you are required to install the Exweb software. Please download and run this executable file (also available as a zip file) and follow the onscreen instructions.

If you require any assistance please contact our Customer Care team on 0845 053 1111 or email customer.care@exchange.co.uk.

If you need to login without installing the Exweb software, please submit your login details again.

Please note that at this time we require users to be running Microsoft Windows XP or Microsoft Windows 2000.

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Please enter your name and number and we'll get back to you as soon as possible.

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Contact us

Product and services information
Open 9am - 5:30pm, Mon - Fri
Tel: 0845 053 0490
Email: sales@exchange.co.uk

Exchange Customer Care
Open 8am - 6pm, Mon - Fri
Tel: 0845 053 1111
Fax: 0845 0530493
Email: customer.care@exchange.co.uk

Send us your feedback
Email: feedback@exchange.co.uk


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