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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
  • Ability to easily identify client needs across the full financial spectrum
  • Single screen summary view available by client and by product
  • Fact find is easily saved against the clients record and any amendments to the fact find data are similarly recorded

Communicate with Customers Online

Email Data Capture to existing clients or new enquiries to enable them prepare the Fact Find online - Just client name and email address required to send an email web link created by the advisor. Client can log in using a unique PIN & complete the data capture directly and populate Money Advice+CRM automatically. A separate data capture form can be used for financial and mortgage enquiries. Can also be used to update client information. Risk Profiler and other questionnaires can also be completed online

Client Enquiry Wizard

The Client Enquiry form (for financial services or mortgage) can also be completed within Money Advice+CRM by the advisor using a unique wizard reducing the time taken to enter client data.

Email Data Capture to existing clients or new enquiries to enable them prepare the Fact Find online - Just client name and email address required to send an email web link created by the advisor. Client can log in using a unique PIN & complete the data capture directly and populate Money Advice+CRM automatically. A separate data capture form can be used for financial and mortgage enquiries. Can also be used to update client information. Risk Profiler and other questionnaires can also be completed online