Subscription plans
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Starter
For individuals getting started with our educational video box sets and DIY videos.
£ 95 / mo + £99 setupIncludes
- Access for 1 user
- DIY video emails
- Educational videos
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Team
Increased usage limits, team access, plus video registration forms for your website.
£ 159 / mo + £99 setupAll starter features plus
- Access for 3 users
- Double the usage limits
- Web forms
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Business
Advanced platform features for integrating video into your digital campaigns.
£ 295 / mo + £245 setupAll Team features plus
- Access for 8 users
- Campaign tracking
- User tagging
All plans come with usage limits, have a 12 month contract and exc VAT.
Video library access
DIY videos
Video Messenger
Send your own recorded or uploaded secure video messages
Power of Attorney
1 box set
Help your clients understand the importance of a Power of Attorney.
Wills
1 box set
Help your clients understand the importance of making and reviewing a Will.
Final Salary
1 box set
Covers the benefits of staying in a DB scheme and explores the implications of transferring out.
Pension Freedoms
3 box sets
Box sets include; Guaranteed income, Flexible income, Take it all and Leave it.
Long Term Care
1 box set
Provides invaluable information for people who are new to the care system that will help them understand more about the processes.
Drawdown Reviews
1 box set
Covering key ongoing considerations for clients already in drawdown and supports the adviser’s regular review process.
Platform features
Client reports
Client reports
All plans come with automatically generated and downloadable reports. Reports include journey progression, questions and evidence invitations being sent.
Auto reminders
Auto reminders
Automatically send email reminders to clients and journey creators at predefined intervals.
Notes
Notes
Ability to add a file note to client journey reports.
Email templates
Email templates
Each journey has it's own email invitation template which is configurable as a master template and at the time of send.
Batch reporting
Batch reporting
Generate a downloadable CSV of all client activity
Client outcomes
Outcomes
Track and report on client outcomes on a each box set (where applicable)
Marketing tools
Marketing tools
Allow new clients to sign up via your website and social campaigns generating a lead.
User tagging
User tagging
Tag clients for ease of identification and reporting.
Campaign tools
Campaign tools
Individual campaign registration forms with automatic tagging and campaign reporting.
Integration API
API
Inegrate your exisiting application or CRM into Money Alive's workflow API.
Additional security
Security
Protect your account with IP whitelisting and multi-factor authentication.
User SSO
SSO
Programmatically assign users a box set without the need for user registration. Can also be fully anonymised.
Frequently asked questions
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Can you provide a free trial?
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.
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We’re a big firm, do you have an enterprise version?
Yes, we do. See how Enterprise is different
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Do you have and API or other integration options?
Yes, we do. This is part of our Enterprise plan
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I’m not convinced my clients will want to watch Money Alive videos.
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.
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Do you have a box set on XXX?
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.
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Can you produce a box set on XXX?
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.
Our impact
What's being said about Money Alive?
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
MD O3 Insurance Solutions
Incredibly helpful - a fundamental part of our DB process
Prosperis
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.
June 2018
It's very good.
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!!
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.’
@PensionDebate
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
Pensions Expert
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- Plans which have access to box sets which have a cost to assign have an annual usage limit described as credits.
- The Team plan has an annual usage limit of 500 credits and 1,500 for the Business plan.
- Assigning a box set uses up a credit and counts towards your annual usage limit.
- You can upgrade to a larger plan at any time if you reach your usage limit sooner than expected