Ideal for individual advisers and small firms looking to engage and educate selective clients with accredited video journeys.Select →
Our most popular plan is designed for firms wishing to reach and educate higher volumes of clients across a range of topics.Select →
A higher usage plan ideal for larger firms looking to make video core to their client engagement and advice strategy.Select →
All plans are min 12 month contract and exc VAT. Looking for Enterprise licensing? Click here
One time charge
We charge a one time setup fee to ensure to help you get up and running with your account.
Advisers, planners, etc.
Systems users are the Admins who access the Adviser Portal software.
Online, email & phone
All plans come with our best-in-class support via webchat, email and phone. Higher level plans come with dedicated contacts and priority response times.
All plans come with automatically generated and downloadable reports. Reports include journey progression, questions and evidence invitations being sent.
Automatically send email reminders to clients and journey creators at predefined intervals.
Allow new clients to sign up via your website and social campaigns generating a lead.
Each journey has it's own email invitation template which is configurable as a master template and at the time of send.
Different levels of system user access allow for better integration to existing workflows.
A purpose build form allowing advisers and other users to invite clients to journeys without being an Adviser Portal user directly.
Secure your account with multifactor authentication. System users will be challenged with a code to gain access to the Adviser Portal.
Integrate Money Alive's media into an existing project via our Media API. Further API functionality is coming soon.
Custom built analytics dashboard based on your on KPI's and company vocabulary.