Adviser portal 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.Adviser Portal 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 Adviser Portal security →
|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|
|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|
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
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