Personal Finance App for your clients.

Your own branded personal finance App to keep your clients informed and engaged 

Get your message across. 

Important messages and updates directly to your clients smartphone
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Innovative financial tools.

Interactive personal finance tools generating new business opportunities
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Portal access to any insurer.

Links to all the insurers on the market. Suitable for any client/any product.
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ADVISER PRICING

€79 p/m + vat

  • Unlimited individual clients

  • No contract

  • No set up costs

  • Adviser branded marketing material 

  • Ongoing support

  • Package available for affinity groups

Hotline Consultant

No obligation demonstration