We are also pleased to advise that we can provide links to “MoneyMate Interactive” for Advisors which features;

Providing real knowledge for Financial Advisers at the click of a mouse

MoneyMate Interactive Adviser is an internet-based fund research and marketing tool that provides financial advisers with online access to intelligence.

Using data to increase sales and stay informed

• Greater product intelligence - Advisers can benefit from increased product intelligence with access to up-to-date and reliable data on thousands of funds stored within MoneyMate's international database.
• Enhanced client service – Will provide you with high-impact client communications and services through insightful fund research, timely fund data, with an easy-to-use front end.
• Accurate data quality - MoneyMate’s rigorous data validation processes ensure you give clients up-to-date product profiles based on the latest available fund information.

What will MoneyMate Interactive do for Financial Advisors?

MoneyMate Interactive allows you search, view, analyse and create detailed reports and high-impact performance graphics for your clients. You can also now monitor and present a client's fund portfolio performance.

MoneyMate Interactive Adviser Modules include;

• Performance and Risk Analysis
• Fact Sheets
• Fund Screening
• Portfolio Optimisation
• Real and Model Portfolios

The additional charge for a link to “MoneyMate Interactive” for advisors is €50 per month plus vat.

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

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