Money Alive Enterprise Edition
Our powerful and easy to use API allows our partners to access media, analytics and trigger workflows like client and journey creation. Enterprise customers also benefit from additional forms for sel-registration and client invitations.Money Alive media API ➝
We consider data protection our number one priority – not only do we use military standard encryption techniques, we scrutinize user access to our platform with multi-factor authentication and IP white-listing.Read more about Money Alive security ➝
|Enterprise Businesses operating at scale that need bespoke plans, security, compliance, and services||SaaS Small and medium businesses using our standard SaaS offering|
|Onboarding||Tailored contracts||Not available. online contracts|
|Dedicated project manager||Not available. online support|
|Data processing agreements||Not available|
|Onsite training||Not available|
|Analytics API||Not available. standard reporting|
|Platform/CRM integration||Not available|
|Custom box sets||Not available|
|Adviser referral forms||Not available|
|Ongoing support||Priority support and SLA||Not available. standard support|
|Quarterly reviews||Not available. upon request|
|Security||Multi-factor authentication||2-factor authentication|
|IP whitelisting||Not available|
|Request a callback||See options|
If you use Money Alive, not only will you have better informed clients you will also be able to demonstrate to PII insurers robust risk management and working practices
Incredibly helpful - a fundamental part of our DB process
I especially like the fact that they gave pro's and con's with the different case studies, which you can then relate to your own circumstances.
It's very good.
They are very good. Written in a simply, easy to understand way, plus sometimes it is easier to listen/watch than read a pamphlet of a 100 pages!!
I am sure that the FCA would consider firms providing independent, unbiased information to clients in advance of a first meeting - to help inform and re-set the consumer’s flawed mind-set – as a good practice approach
You’ll have 7 days to view the Money Alive box sets and test with clients. The features are unrestricted and you’ll be able to produce and download full engagement reports.
The best way to do this is with a trial. Simply sign up and once signed in click the box sets button on the left.
No, it’s completely free and you’re under no obligation to purchase anything.
Neither actually. We have three plans that have a different number of system users and annual credit limits. This way you get total flexibility of assigning the right box sets in any way you choose.
These trials are for the standard SaaS platform (See how Enterprise differs) Get in touch with our Enterprise team to find out more.