Money Advice
Curated by SignalSoftware platform enhancing client communication for financial professionals.
Overview
Money Advice is a software platform aimed at financial professionals, including wealth managers, financial planners, and mortgage brokers. The platform includes features for client communication, such as secure messaging and video conferencing, as well as collaborative financial planning tools. It offers functionalities like product research, needs analysis, customer relationship management (CRM), and cash flow planning, which assist users in managing marketing, sales, compliance, and pipeline management. The platform integrates with various insurers to provide real-time updates on client and policy information. It is designed to address the challenges of office management for financial professionals, facilitating informed advice and client engagement.
Key facts
- Founded
- 2011
- Headquarters
- Ennis, Ireland
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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- Phone
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