Features of Advice Plus

The main features of Advice Plus are:

  • Ability to set financial objectives and priorities
  • Save and update financial profile using the secure client portal
  • Needs analysis and identification of any shortfalls
  • Graphically present financial analysis
  • Filters for product eligibility
  • Financial product recommendations
  • Personalised illustrations
  • Quotation and comparative quotes
  • Integrated suitability assessment
  • Priority led journey
  • Graphically displays revised financial position
  • Integrated underwriting
  • Banking and Anti Money Laundering documents upload
  • Integrated e-application
  • Signature capture
  • Online medical questionnaires / Underwriting
  • Straight through processing to policy administration system

Click here to see the main benefits of Advice Plus!