My Money Platform

27/06/2017

...

New survey finds that a third of people aged 35-54 are struggling financially

19/11/2016

Does this story sound familiar?

- Monday morning... check your inbox. Place your leads into your call schedule and begin your day. Out of 10 leads, you qualify maybe 6? Out of those 6 maybe 3 show up? How many of those 3 actually convert?

Fast forward to our software ...

How does it work?

The client creates an account in 30 seconds*
They complete an extremely intuitive FACT-FIND and are INTRODUCED to their financial needs and requirements through a simple to use interface.
They are shown illustrations of the gaps in each area e.g. investing, pensions, life cover.

The user is then provided recommendations along the way, and also an overall score at the end to help simplify the process.

They can then engage you, their broker to execute a policy.

You track the user and decide on the best products to provide them to increase their financial position.

If you are in the financial space, this tool will revolutionize the way you run your business.

http://ow.ly/5sn0306kFBY

Looking to generate leads on autopilot? Would you like to have pre-qualified leads arriving in your inbox? Check out our software for financial...

19/11/2016

SIPTU President Jack O’Connor has insisted the government immediately begin a programme of money tree reforestation in order to honour his request that pay for workers be restored to pre-2008 crash levels.

17/11/2016

NEW updates released today for mobile banking software have allowed anyone with a smartphone to check on just how flat broke they are at any time, anywhere.

10/11/2016

Sign up for your free account today and let us help you create a solid . http://ow.ly/AmKi3062JMj

09/11/2016

Sign up for your free account today and let us help you get your in sorted. http://ow.ly/Ek4i3060Bxw

08/11/2016

Money is never important until you have none. Sign up for free account today. http://ow.ly/v4Cn305Ymo9

07/11/2016

Thinking of looking for a ? Read this first! http://ow.ly/6n8s305VzI8

[...] there is no way that a good adviser can know what you need in your portfolio in the first meeting. [...] while your adviser does need a...

07/11/2016

Have you had an out of money experience lately? If so, sign up for your free account today and let us help you. http://ow.ly/jnWf305VyNf

02/11/2016

Looking for the best money habit? Check out this post! http://ow.ly/IO29305MzkF

Once you hit your 30s, it's time to start taking a big-picture look at your budget.

02/11/2016

Sign up for your free account today and get started creating a solid . http://ow.ly/tpfU305MyNO

01/11/2016

Sign up today to get your free . 2 minutes of your time, can ensure you put yourself on track. http://ow.ly/F6SX305JvmG