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For individuals getting started with our educational video box sets and DIY videos.
Increased usage limits, team access, plus video registration forms for your website.
Advanced platform features for integrating video into your digital campaigns.
All plans come with usage limits, have a 12 month contract and exc VAT.
Send your own recorded or uploaded secure video messages
1 box set
Help your clients understand the importance of a Power of Attorney.
1 box set
Help your clients understand the importance of making and reviewing a Will.
1 box set
Covers the benefits of staying in a DB scheme and explores the implications of transferring out.
3 box sets
Box sets include; Guaranteed income, Flexible income, Take it all and Leave it.
1 box set
Provides invaluable information for people who are new to the care system that will help them understand more about the processes.
1 box set
Covering key ongoing considerations for clients already in drawdown and supports the adviser’s regular review process.
All plans come with automatically generated and downloadable reports. Reports include journey progression, questions and evidence invitations being sent.
Automatically send email reminders to clients and journey creators at predefined intervals.
Ability to add a file note to client journey reports.
Each journey has it's own email invitation template which is configurable as a master template and at the time of send.
Generate a downloadable CSV of all client activity
Track and report on client outcomes on a each box set (where applicable)
Allow new clients to sign up via your website and social campaigns generating a lead.
Tag clients for ease of identification and reporting.
Individual campaign registration forms with automatic tagging and campaign reporting.
Inegrate your exisiting application or CRM into Money Alive's workflow API.
Protect your account with IP whitelisting and multi-factor authentication.
Programmatically assign users a box set without the need for user registration. Can also be fully anonymised.
Yes, click here to start a free trial. 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.
Yes, we do. See how Enterprise is different
Yes, we do. This is part of our Enterprise plan
With over 100k video views on our platform, we’ve proved clients are not only willing but are in a better position to continue their advice journey after receiving good quality impartial information.
If it’s not shown on this page then no, but it may well be in our production road map. Get in touch to find out more.
Yes, we’re happy to engage with clients on box set production. All media will still need to be delivered via our platform to ensure they’re kept up to date, are compliant and contribute to our engagement reporting.
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.