Money Alive is a RegTech platform for advisers that uses video to educate clients on financial topics. It provides a library of impartial, third-party-accredited videos on subjects like pensions and investments. Advisers can assign content to clients and receive viewing confirmations, creating an evidence trail to help meet regulatory disclosure requirements.

Advisers can login for FREE to access our detailed analysis, key functionality and supplier contact details.

KEY FUNCTIONALITY

This content is restricted to organisations that participate in our wider services – if you would like to learn how you can get access to this please contact AdviserSoftware.com on 020 3740 0000 or [email protected].

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request

 

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