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<ul><li>‘ Money Advice compiles and calculates the necessary data and information to enable advisors provide “best advice”...
<ul><li>Result of years of research and development with mortgage and financial services professionals </li></ul><ul><li>D...
 
Mortgage Advice <ul><li>Mortgage Rates </li></ul><ul><li>Affordability Illustrator </li></ul><ul><li>Loan Consolidation Ca...
<ul><li>Mortgage repayment calculator.  </li></ul><ul><li>Life protection quotations </li></ul><ul><li>Protection Review C...
Term Assurance Calculator
Affordability Calculator
Needs Analysis Calculator
Mortgage Comparison Calculator
Funds Information
Inheritance Calculator (section 72)
<ul><li>The service provides all client policy data from all providers and enables you to  </li></ul><ul><ul><li>Search fo...
<ul><li>The system also contains a full Product Library. This library will contain documents from all the main Mortgage an...
<ul><li>The service provides all Term Assurance and Income Protection quotations from all providers </li></ul><ul><li>This...
Money Advice quotations for iPad
Product Partners Money Advice will work with the following partners
<ul><li>We believe that the new software will be a major benefit to Advisors in the new economic environment where clients...
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Money Advice Powerpoint

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Money Advice powerpoint presentation

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Money Advice Powerpoint

  1. 2. <ul><li>‘ Money Advice compiles and calculates the necessary data and information to enable advisors provide “best advice” to their clients in respect of mortgage, financial services and insurance transactions.’ </li></ul><ul><li>‘ Money Advice enables you to deliver consistently for your customer, and enables your business to build professional relationships, compliantly.’ </li></ul>In a nutshell..
  2. 3. <ul><li>Result of years of research and development with mortgage and financial services professionals </li></ul><ul><li>Delivers a browser based solution for your client management needs </li></ul><ul><li>Developed using Silverlight 4.0 and Microsoft .NET 3.5 platform </li></ul><ul><li>NO NEW hardware installation </li></ul>About the Product ‘ Money Advice is a solution built by mortgage and financial professionals to drive long term client relationships’.
  3. 5. Mortgage Advice <ul><li>Mortgage Rates </li></ul><ul><li>Affordability Illustrator </li></ul><ul><li>Loan Consolidation Calculator </li></ul><ul><li>Mortgage Review Calculator </li></ul><ul><li>Bi-weekly Repayment Calculator </li></ul><ul><li>Interest Only Calculator </li></ul><ul><li>Stamp Duty Calculator </li></ul>Protection Advice <ul><li>Term Assurance Quotations </li></ul><ul><li>Pension Term Quotations </li></ul><ul><li>Unit Linked Quotations </li></ul><ul><li>Income Protection Quotations </li></ul><ul><li>Needs Analysis Calculator </li></ul><ul><li>Serious Illness Comparison List </li></ul><ul><li>Whole of Life Quotations </li></ul><ul><li>Inheritance Tax / Section 72 </li></ul>Investment Advice <ul><li>Funds Information </li></ul><ul><li>Funds Pricing & Ratings from Money Mate </li></ul><ul><li>Market Commentaries </li></ul><ul><li>Savings Calculator </li></ul><ul><li>Future Funds Calculator </li></ul><ul><li>Education Planner </li></ul><ul><li>Savings Plans Information </li></ul><ul><li>Pension Needs Calculator </li></ul><ul><li>Annuity Rates </li></ul>General Insurance Advice Mobile Advisor <ul><li>Allianz PPI Calculator. </li></ul><ul><li>Zurich House Insurance . </li></ul><ul><li>Life Protection Quotations </li></ul><ul><li>Income Protection Quotations </li></ul><ul><li>Payment Protection Quotations </li></ul>Tools <ul><li>Client Policy data & Portfolio reports </li></ul><ul><li>Product Library with document links </li></ul><ul><li>Reports with Broker branding, logo </li></ul><ul><li>“ Reasons Why” Letter generation </li></ul>Pension Advice Product Features
  4. 6. <ul><li>Mortgage repayment calculator. </li></ul><ul><li>Life protection quotations </li></ul><ul><li>Protection Review Calculator </li></ul><ul><li>Savings, Mortgage Comparison and Mortgage Review Calculators </li></ul><ul><li>Pension Calculator </li></ul><ul><li>Financial Illustrator </li></ul><ul><ul><li>Property costs calculator, including stamp duty </li></ul></ul><ul><ul><li>Net Disposable Income calculator (including tax calculations) </li></ul></ul><ul><ul><li>Lender Affordability calculator (7 lenders), including maximum loan </li></ul></ul>Money Advice Calculators ‘ At your fingertips, you can prepare quotations and illustrations, tailored to your clients needs, with accurate and up to date rates and information’.
  5. 7. Term Assurance Calculator
  6. 8. Affordability Calculator
  7. 9. Needs Analysis Calculator
  8. 10. Mortgage Comparison Calculator
  9. 11. Funds Information
  10. 12. Inheritance Calculator (section 72)
  11. 13. <ul><li>The service provides all client policy data from all providers and enables you to </li></ul><ul><ul><li>Search for a client policy data </li></ul></ul><ul><ul><li>View Consolidated client policy data </li></ul></ul><ul><ul><li>Generate portfolio report </li></ul></ul><ul><ul><li>Export all client policies data to excel </li></ul></ul>Client Policy Data ‘ At a click of mouse, you can access your clients policies data, with accurate and up to date information from the providers’.
  12. 14. <ul><li>The system also contains a full Product Library. This library will contain documents from all the main Mortgage and Life Providers </li></ul><ul><li>This library will be updated on a weekly basis with the most recent documents </li></ul>‘ Draw on an excellent library of product information, ensuring you have access to the information you need, when you need it’. Product Library
  13. 15. <ul><li>The service provides all Term Assurance and Income Protection quotations from all providers </li></ul><ul><li>This service can be accessed on </li></ul><ul><ul><li>ALL internet enabled </li></ul></ul><ul><ul><li>mobile phone devices </li></ul></ul><ul><ul><li>Compatible with </li></ul></ul><ul><ul><li>iPhone </li></ul></ul><ul><ul><li>Blackberry </li></ul></ul><ul><ul><li>HTC </li></ul></ul><ul><ul><li>Samsung </li></ul></ul><ul><ul><li>Others </li></ul></ul>A mobile version of the Money Advice quotation service is available ensuring you have access to the quotations even on the move’. Money Advice Smart phone quotations
  14. 16. Money Advice quotations for iPad
  15. 17. Product Partners Money Advice will work with the following partners
  16. 18. <ul><li>We believe that the new software will be a major benefit to Advisors in the new economic environment where clients require mortgage and financial advice. The software will empower advisors to easily expand their services to clients </li></ul><ul><li>Further Information: </li></ul><ul><ul><li>BrokerCRM </li></ul></ul><ul><ul><li>Ennis, Co. Clare </li></ul></ul><ul><ul><li>Tel: 065 6849675 </li></ul></ul><ul><ul><li>E-mail: info@brokercrm.com </li></ul></ul>Conclusion ‘ In these pressurised economic conditions, the sustainable relationship is key to success. Money Advice will help you deliver consistent results’.

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