Money Advice Brochure

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Brochure for the Money Advice advisor resource web site

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Money Advice Brochure

  1. 1. TESTIMONIALS “The easy-to-use calculators and quotation engines of Money Advice help us to quickly and efficiently search the market for products that meet our client’s needs. The fact that Money Advice is available over the web makes it even easier. Tom Ford Director, Flanagan Ford Financial Advisors, Sligo (http://www.dngflanaganford.ie )PRODUCT PARTNERS “I recently subscribed to the Mobile Quotes system and access this on my iPhone. I am very impressed with this access to insurance quotations without need of a laptop. I have used the system in meetings with clients and I have been able to confirm protection www.moneyadvice.ie premiums very quickly. It has reduced my need to carry my laptop with me and also the time required for it to boot up and log on.” Eugene Ryan Qualified Financial Advisor NEXT STEPS Contact one of our team to get a free consultation Comprehensive Business Resource and demonstration of Money Advice. and Quotation Service for Advisors (065) 684 9675 info@brokercrm.com www.brokercrm.com
  2. 2. ‘Money Advice is a solution built bymortgage and financial professionalsto drive long term client MONEY ADVICE—MOBILErelationships’. MONEY ADVICE—WEB Mobile Money Advice is very first smartphone quotation service for Irish advisors, providing Term Instant web based access through a Protection quotations from all providers in the IrishMoney Advice is a new web and smart phone based secure online system. market. These smartphone quotations can beresource providing , quotations, information, and Best-in-class usability through intuitive accessed on ALL internet enabled mobile phoneneeds analysis tools in the areas of Protection, and uncluttered interface. Simple to use. devices (iPhone, Nokia, Samsung, Blackberry, HTCInvestments, Pensions, Mortgages, and Insurance. etc) and also on iPads. Seamless access to various providersIn building the platform we set out to empower The initial offering will cover the areas of : data, calculators and online quotations.advisors with information and facilities to advise  Term Assurance quotes (Level, Convertible, Mortgage)clients across a broad range of products and client View consolidated client policies data andneeds.  Serious Illness quotes also print portfolio report.  Income Protection quotes BrokerCRM experienced help desk and  Payment Protection quotes support team available during office hours. The smartphone quotation service is available to all PRICING advisors at a special price of €60 per annum (incl. VAT). Office with Price (excluding VAT) Aup O B6L E V E R S I O N O F T H€50 per E Y A D V I C E I S M to I users E M O N month AVAILABLE ENSURING YOU HAVE ACCESS TO TMore U O T A T I O N S E V E N ONegotiated attractive H E Q than 6 users N T H E MO V E terms

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