Your SlideShare is downloading. ×
0
Money Advice Brochure
Money Advice Brochure
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×
Saving this for later? Get the SlideShare app to save on your phone or tablet. Read anywhere, anytime – even offline.
Text the download link to your phone
Standard text messaging rates apply

Money Advice Brochure

216

Published on

Brochure for the Money Advice advisor resource web site

Brochure for the Money Advice advisor resource web site

Published in: Technology
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
216
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
1
Comments
0
Likes
0
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide

Transcript

  • 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. ‘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

×