Your Business

See it - Manage it - Expand it
For More Information +353 65 684 9675

For advisors who would like to offer premium services to their clients through native apps on iPhone, iPad and Android phones, tablets.

  • Manage the customers who have access to the application through Money Advice +CRM
  • Deliver policydetails including fund values, and other product information to clients in an interactive manner.
  • Secure communication of client information
  • Allow customers update or create their own fact find information, which automatically updates Money Advice +CRM
  • Protection quotes and all other features of mobile web site