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| Feature Name | Money Advice | Money Advice +CRM |
|---|---|---|
| Client, Product Data Downloads from Life Insurance Providers | ||
| Tasks | ||
| Appointments / Diary (Add an appointment in Outlook from Money Advice) | ||
| Logs | ||
| Complaints Management | ||
| Meeting Memos with outcome management | ||
| Client Reviews | ||
| Document Management and Cloud Storage (support for indexing of emails from Outlook added) | ||
| Letter, E-mail Merge Facility (support for attaching needs analysis reports / documents from hard disk added) | ||
| Text messaging and merge facility using templates. Logging of texts against client record | ||
| Advanced Market Segmentation and search to facilitate marketing at client and policy level | ||
| Role-based hierarchy to manage access to system, data | ||
| Pipeline Management | ||
| Client Fact Find | ||
| Portfolio Reports | ||
| Financial Statement / Debt Restructure Plan | ||
| Financial Planner with cash flow projections and assset statements | ||
| Compliance Management and reporting (Managing compliance at broker) | ||
| Underwriting Report. (Tracking progress of underwriting by percentage completed for both single and joint policies) | ||
| Client Risk Profiler | ||
| MIS reports on tasks, logs and appointments activity & case tracking | ||
| Commissions | ||
| Fees, tracking hours and Invoice generation | ||
| Client Needs Report | ||
| Financial Data capture form that clients and new enquiries can fill online and have it populate CRM | ||
| Mortgage Data capture form that clients and new enquiries can fill online and have it populate CRM |
| Feature Name | Money Advice | Money Advice + CRM |
|---|---|---|
| Mortgage Rates | ||
| Loan Consolidation Calculator | ||
| Mortgage Repayment Calculator | ||
| Mortgage Repayment Quick Quote | ||
| Mortgage Review - Compare Mortgages | ||
| Mortgage Review - Extra Payment Calculator | ||
| Mortgage Review - Lump Sum Payment | ||
| Bi-weekly Repayment Calculator | ||
| Mortgage Affordability Calculator | ||
| Mortgage Applications (Online for Haven + Generic Application form for other providers) | ||
| Stamp Duty Calculations |
| Feature Name | Money Advice | Money Advice + CRM |
|---|---|---|
| Protection Review Calculator (with needs analysis & research reports) | ||
| Inheritance Tax Calculator | ||
| Term Assurance Quotations | ||
| Pension Term Quotations | ||
| Unit Linked Quotations | ||
| Whole Of Life Quotations | ||
| Income Protection Quotations | ||
| Business Assurance Templates | ||
| New Ireland Life Choice | ||
| New Convertible Mortgage Protection | ||
| Serious Illness Comparison List |
| Feature Name | Money Advice | Money Advice + CRM |
|---|---|---|
| Savings Planner | ||
| Future Funds Calculator | ||
| Funds Search | ||
| Funds Profile + Ratings (from Moneymate) | ||
| Investment Quotations (projected values) | ||
| Funds Factsheets (Fund information from MoneyMate of over 900 funds) | ||
| Integration with Fund Focus (from MoneyMate) | ||
| Market Commentaries | ||
| Deposit Interest Rates | ||
| Education Planner | ||
| Unit Linked Bonds | ||
| With Profit Bonds | ||
| Tracker Bonds | ||
| Savings Plans |
| Feature Name | Money Advice | Money Advice + CRM |
|---|---|---|
| Pension Needs Calculator | ||
| Pension Quotations (projected values) | ||
| Group Pensions | ||
| Regular Premium PRSA | ||
| Regular Premium (Personal/Executive/AVC) | ||
| Single Premium (Personal/Executive/Buy Out Bond) | ||
| ARF/AMRF | ||
| Annuity Rates (ILAC) |
| Feature Name | Money Advice | Money Advice + CRM |
|---|---|---|
| Zurich Home Insurance Quick Quote | ||
| Zurich Home Insurance Full Quotation (including business placement facility) | ||
| Link to HIA website | ||
| Import tool for Aviva Health Policies | ||
| Links to Aviva Health website |
| Feature Name | Money Advice | Money Advice + CRM |
|---|---|---|
| Product Library with document links | ||
| Quotation/Research Reports | ||
| Reports with broker own branding, logo | ||
| "Reasons Why" Letter Generation | ||
| Deloitte Personal Tax Calculator | ||
| Website Links | ||
| FAQ | ||
| User Preferences/Administration | ||
| Save Quote/Report |