Deliver policy, portfolio information to clients in a secure, interactive manner any time
Integrate with existing broker web sites seamlessly
A secure area to which the client logs in using their email address and PIN to view their portfolio information.
The broker can chose the clients who will have access to the system and send them their individual login details from Money Advice +CRM.
An online daily snapshot of client’s pension, protection and investment policy information and associated values across all the insurers
Updates from insurer data feeds reflect on the site immediately. Broker also has an option to update policy information as appropriate using Money Advice.
Detailed benefit, fund information as relevant for each policy
