📄 "The PFS Gold Standard and Top Tips for PII renewal" – read more on our blog

Client engagement and
risk management for business at scale

Adviser portal enterprise edition

Trusted by top advisers Client logos Client logos

Seamless integration possibilities

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.

Adviser Portal media API →

Security standards you can count on

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 Adviser Portal security →

What's included in Enterprise?

Enterprise Business operating at scale that need bespoke plans, security, compliance, and services SaaS Small and medium business 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
Platform Custom user roles Not available
Tailored reporting Not available. standard reporting
Advanced workflows Not available
API 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

So, what's being said about Money Alive?

Money Alive work with new firms every week and talk regularly to advisers, paraplanners, regulators, providers and trade bodies. We show how client education can be delivered easily and timely, how results can be measured and the positive impact it can have on client outcomes – the results speak for themselves.

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
Jamie Newell
MD O3 Insurance Solutions
Incredibly helpful - a fundamental part of our DB process
Matthew Harris
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.
DB transfer client
June 2018
It's very good.
John Ralfe
Pensions Expert
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!!
DB transfer client
March 2018
They were going to keep it quiet, but I’m going to Out a bit of financial services ‘goodness’. @MyMoneyAlive is allowing already transferred steelworkers access to its education process. Suffice to say, the response so far has been unanimous. ‘I wish I had seen this before.’
Al Rush
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
Rory Percival
Pensions Expert