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Customer relationship management software designed to meet the needs of wealth management, financial services and mortgage areas.
Money Advice + CRM is designed to provide a customized CRM solution to financial advisors, financial planners, mortgage advisors. This software is web-based and has the ability to work on the cloud, but does not have a version that can be installed on personal computers and mobile phones.
This software has a free trial version that the user can use to test with the software and, if satisfied, purchase the full version. Software features include: document storage, email marketing, internal chat integration, marketing automation, and
Quotes and estimates. It has excellent support services and is very easy to use.
Platform for financial and mortgage brokers, investors and financial planners.
Managed and developed by experienced financial services professionals, this software is the product of over 20 years of experience in software development for the brokerage industry in Ireland. This program is designed to manage the ultimate administrative requirements of small or large businesses, including marketing, sales, consulting, complete needs analysis, cash flow forecasting, compliance, comprehensive product library, sales path, and commission management. Complete customer relationship management is also included. Customers and insurance records are updated and maintained by the following insurers. Aviva, Aviva Health, BCP Asset Management, Friends First, Irish Life, New Ireland, Royal London, Standard Life. Life insurance quotes are also provided by all insurers. “Money+CRM Consulting provides all brokerage software needs in one package.”