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Money Advice +CRM offers the user a comprehensive fact find checking facility which is continually monitored as the user completes the fact find.

  • Each advisor firm is also able to define the compliance list they wish to use.
  • The user is able to click a compliance button at any time to produce a list of outstanding compliance items for tracking
  • The user is then able to click on the individual items for detailed information and complete the missing compliance items and attach documents where required e.g. documents, proof of ID etc.
  • The system is able to produce compliance reports by status, consultant, provider, policy number or search by level (policy,opportunity and client)
  • Reports are transferred to Excel for ease of use