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Following completion of the fact find and the identification of the clients' needs Money Advice +CRM is able to:

  • Pre-populate the integrated quotation search engines for both mortgages and protection
  • Save the necessary research and results screens against the client file
  • Print off fact find(s) for signature(s)
  • Produce a monthly household expenditure report
  • Produce full suite of reasons why letters and statements which are pre-populated from the CRM
  • Build user's own word templates as required
  • Provide home insurance quotations and place this business on line with Zurich General (contact support to set up).

Sample Research Screens

Protection Quotation

Mortgage Quotation

Investment Illustration

Pension Needs Calculation

Pensions and Investments

Following completion of the fact-find and the identification of the clients' needs Money Advice +CRM is able:

  • Needs Analysis
  • Risk Profiler
  • Client Questionnaire
  • Projected Values (regular and lump sum)
  • MoneyMate; Values, pricing and fund profile and volatility.
  • Fact Sheets
  • Product Library
  • Savings Quotations
  • Educational Planner
  • Lump Sum Projections