In the investment section we aim to provide enhanced tools enabling advisors provide advanced investment advice to clients. Working with “MoneyMate” and “Clarus Investment Solutions” we are pleased to provide a new level of information and assistance to advisors.

Investment Functionality Summary

• Client Risk Profiler (from “Clarus Investment Solutions”)
• Fund Ratings from “MoneyMate”
• Fund Fact Sheets from Providers
• Savings Planner.
• Education Planner
• Future Funds Planner
• Product Information
• Unit Linked Bonds
• With Profits Bonds
• Tracker Bonds
• Savings Plans
• Product Library
• Market Commentaries
• Goodbody
• Bloxam
• Davy
• NCB
• Merrion Capital
• Dolmen
• Product Library.

Screenshots (click to enlarge)

For in-depth advice the combination of these services and “MoneyMate Interactive” (see below) provides the necessary tools and information.

For more information call +353 65 68 49675 or mail info@brokercrm.com

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