Description
Money Advice is a web and smart phone based resource providing, quotations, information, and needs analysis tools in the areas of Protection, Savings, Investments, Pensions, Mortgages, and Insurance. In building the platform we set out to empower financial advisors with information and facilities to compliantly advise clients across a broad range of products and client needs.
The Money Advice smart phone quotation service is the very first of its kind to be launched in Ireland, and it makes term protection quotations available on all internet enabled mobile devices.
The services available on Money Advice will be expanded greatly and 2012 will see the roll out of many new product offerings including a CRM solution. The plan is to provide one web based solution providing quotations, needs analysis, client data, compliance and marketing in one web based software solution.
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facebook.comNew software releases this month include enhanced mortgage functionality, commission reconciliation with company statements, document management enhancements including batch indexing, and on line home insurance quotes can now be saved and retrieved. Next month we release our new PropertyCRM software for estate agents.
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