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As you might expect, Money Advice +CRM has produced a market leading CRM proposition and delivers in depth functionality to assist with all your desired workflows to make your working day that much easier.

  • Money Advice +CRM offers the intermediary the perfect tool to manage client contact including client data/information, appointments/diary, tasks, logs, client interactions, meeting memo’s, fact-finding/reviews, sourcing, quotations, compliance, marketing, commission reconciliation, document management, reporting, TCF (Treating Clients Fairly) needs, complaint recording, workflow reports at client and database levels. Communications such as letters, emails and mail merges are all easily managed