Your Business

See it - Manage it - Expand it
For More Information +353 01 211 8887

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