Software Platform For Financial And Mortgage Brokers, Wealth Managers and Financial Planners.
Managed and developed by experienced financial services professionals the software is the product of more than 20 years experience building software for the broker industry in Ireland. The application is designed to manage the end to end office requirements of big or small firms including marketing, sales, advice including full needs analysis, cash flow projections, compliance, comprehensive product library, pipeline and commissions management. Full Client Relationship Management is also included. Clients and policy details are updated and maintained from the following insurers; Aviva, Aviva Health, BCP Asset Management, Friends First, Irish Life, New Ireland, Royal London, Standard Life. Life Protection quotes also provided from all insurers. Money Advice +CRM provides all the software needs of brokers in one package.
Money Advice +CRM is able to provide you with powerful fact finding capabilities:
Comprehensive fact finds included within the software (a la-carte also available)
Complete client information capture
Auto calculators within the software quickly establish client shortfalls and produce personalised client financial reports.
Intuitive affordability calculators provided, which enable the advisor to comply with regulatory requirements including income, assets, liabilities, current & future expenditure calculating monthly affordability both now and in the future
Money Advice +CRM provides a full suite of quotation and analysis tools, enabling advisors to search and compare providers, premiums & underwriting requirements while issuing product comparison reports, quotations & reasons Why Letters.
Advisors have the ability to fully compare and source policies & products against other providers offerings
Copies of research & comparisons are easily saved and stored against the client file
Results are returned typically within 1-2 seconds
The comparison information is fully integrated with Money Advice +CRM pre-populating data for you
The user can submit applications direct to Irish Life via its B-Line application software.
There is a full suite of brochures and application documents available (Product Library)
The software provides research reports and reason why letters from the quotation screen
Following completion of the fact find and the identification of the clients needs Money Advice +CRM is able to
Pre-populate the integrated quotation search engines for both mortgages and protection
Save the necessary research and results screens against the client file
Print off fact find(s) for signature(s)
Produce a monthly household expenditure report
Produce full suite of reasons why letters and statements which are pre-populated from the CRM
Build user's own word templates as required
Provide home insurance quotations and place this business on line with Zurich General (contact support to set up).
Money Advice +CRM provides state of the art, fully integrated mortgage solution software free to all its users.
As professional advisors you will expect that a mortgage software package has access to the whole of the mortgage market and that the data is updated on a regular basis. Our mortgage software solution provides exactly this.
Our mortgage analysis solution is integrated into our CRM and as such, data need not be keyed twice.
Advisors are able to select from a range of comprehensive filters to produce a highly defined series of mortgage results which can instantly be saved as evidence of research against the client.
Critical to today’s modern intermediary is the ability to manage the entire sales process from start to finish, maintain client data, be compliant, treat customers fairly and proper relationship management. Money Advice +CRM has been built with this in mind and offers the following as standard:
Complete lead management processes, managing your leads through to conclusion with full range of compliance functionality
Records of your introducers and sources of business
Records of all pipeline business by product type, client, provider, individual sales person, teams, offices and probability
Target records across the business and records of progress against those targets and appropriate management reports as required
Management of KPI’s, key business trends, profitability, future clients, and prospects
Product FeaturesRead More
Insurer Data Downloads
Client and policy data are regularly updated on the systemRead More
Money Advice +CRM offers the user a comprehensive fact find checking facility which is continually monitored as the user completes the fact findRead More
CRM, Workflow & Reviews
As you might expect, Money Advice +CRM has produced a market leading CRM proposition and delivers in depth functionality to assist...Read More
Money Advice +CRM hosts a comprehensive set of commission tracking tools allowing the busiest office to keep on top of commissions received, pipeline and keep admin to a minimumRead More
Fees & Invoices
Money Advice +CRM hosts a comprehensive set of tools to keep on top of billable hours, generate invoices for the billable hours and keep track of the status of fees received, pipeline and keep admin to a minimumRead More
With Advanced Search users can drill down to specific clients for mail merges, SMS merges & marketingRead More
Money Advice +CRM provides a capacity to generate all the letter template a broker's office would use.Read More
CASH FLOW PLANNER New
The client financial cash flow planner can also be completed within MoneyAdvice +CRM by the advisor using a unique wizard reducing the time taken to enter client data.Read More
Fund Focus New
Customers of Money Advice +CRM, who also have access to Fund Focus, can upload client model portfolios directly into Fund Focus where users can analyse the portfolio's overall risk and performance.Read More
Document Scanner App New
Integrated with Camscanner app, this mobile app provides a way for the users to scan important documents using their PhoneRead More
Easy to use online guide providing full training & workflow support. Fully searchable content & navigation using pictorial narration for speed of learningRead More
Tablet & Smart Phone Quotations
A mobile version of the Money Advice quotation service is available ensuring you have access to the quotations even on the move.Read More
For DownloadsRead More
Provide advice through best price quotes on your web site and receive email notifications of all the enquiries generatedmore
What Our Users Say
While never easy to satisfy the needs of a retail financial services provider, Philip has brought his own experience as a Financial Services Broker and built a robust CRM system which enables us to meet our needs in terms of compliance, sales and ongoing servicing of our customers. With the back-up and expertise of a consistent and committed team, he has continuously improved and invested in 'Money Advice' and the fruits of this are there to be seen.
The system is at the core of our business, helping to manage our client contact, record keeping, advice process, compliance, commissions and sales management. We’ve worked with the Money Advice team for many years finding them responsive and great to deal with. Security of the data hosting is paramount.So the system meets our high standards and the pipeline of ongoing developments gives us the confidence that it will continue to meet our needs.
Being an experienced user of CRM systems, Money Advice staff made it an easy transition for us to Money Advice +CRM in 2013. The Money Advice team facilitated the transfer of information and we had the added benefit of data feed updates from all the companies on Money Advice; the current policy information is of enormous benefit to both the administration team and especially the sales consultants.
The system is innovative, practical and user friendly. As with all new systems, it takes avid use to get the most from the software. It has an enormous compliment of well thought out features which has improved our sales and compliance processes. From a management point of view, the reporting facilities are second to none.
Philip and his support and development team are a pleasure to work with and their quick responsive support to queries or technical support requests commendable. With constant ongoing development, this industry driven software is forever evolving and improving and we look forward to continuing to grow our business with this system as the back bone to our productivity.
We’ve been a user of Broker CRM since 2004. We moved to Money Advice +CRM in 2015 & did so with great ease & efficiency. We’re delighted to have a system that delivers exactly what we want in a "one fit" software solution for both financial planning & mortgages
DFP Pension & Investment Consultants have been customers of Money Advice since 2012 and have found the staff and system to be of the very highest quality. The reason I initially chose Broker CRM, as it was called then, had nothing to do with my understanding of CRM systems but that I was impressed with Philip’s passion for the system and I knew him when I was a young fella in Ennis. I still don’t know much about CRM but I’m sure glad DFP partnered with Money Advice in 2012.
We moved to Money Advice as we were using a separate CRM system and software for quoting and doing protection and pension quotations and we wanted one system which could do this as well as log all phone calls, tasks etc. The staff at Money Advice were excellent in facilitating the export of client data and logs from our old CRM system to Money Advice. I took the free trial period and having tested it out myself was convinced of the merits of the system.
I've been a client on Moneyadvice for over a year, having been a customer of Broker CRM since 2006, and have found the new system to be quicker and easier to use than the old one. Updates are continually added and the system meets all the needs of my firm. Staff and service are of a high level and I continue to recommend this system to any advisors that I meet
We are Working with
Product Providers are working with Money Advice supported by Brokers Ireland