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CRM, Workflow and Compliance


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

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Mortgages


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

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Protection


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

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Investment


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

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Pension


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)

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General Insurance


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

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Tools


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

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