Revolutionary advice
Takes half the time.
Collaborative web application to model complex client scenarios and efficiently deliver great advice to your clients.
1 client group free
No onboarding costs
Unlimited seats
Faster advice
Everything you need to give great advice
Make your advice production efficient, effective, and great for your clients
- Modelling
- Efficient scenario modelling for complex client positions.
- Workflow
- Workflow management to help achieve client outcomes.
- Position tracking
- Show clients your progress together with year on year position tracking.
- Faster
- Produce advice documents faster to do what you love: spend more time with clients.
Data
Own your data
Get all of your client's data in one place to make communication within your business transparent.
- Source of truth.
- Make MOAS your source of truth to get control of your client data.
- Advice.
- Data driven documents that use your client data in MOAS.
- Workflow.
- Keep on top of all types of client work, from full SoA generation to change of address requests.
![MOAS group page](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2FGroup_Page.a2486c54.png&w=3840&q=75)
Advice generation
Scenario modelling
Easily contrast and compare scenarios with your clients to show the effects of your proposed strategies or their lifestyle goals.
- Scenarios.
- Create copies of existing client data to model complex scenarios in your advice.
- Comparison.
- Compare and contrast between scenarios with the click of a button.
- Outcomes
- Clearly see the effects of your advice in action and how each model changes client cashflow.
![MOAS modelling](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2FModelling.2150db4c.png&w=3840&q=75)
Documents
Unlimited advice documents
Collaborate with your team in real time to rapidly draft and complete advice documents.
- Templated.
- Customise and build your own advice templates.
- Consistency.
- Templates help you keep your documents consistent and allow you to produce personalised advice.
- Data.
- Add real client data to your documents as your write your advice.
- Themes.
- Fully customise your templates and documents to reflect your business branding.
![MOAS document](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2FDocument.3e399018.png&w=3840&q=75)
Client journey
Year on year tracking
After producing advice, client positions are recorded for you to follow their journey with them and show the progress you have made together.
- Journey.
- Demonstrate your clients' financial position over time.
- History.
- Look back at previous advice your have given. All your advice in one place.
- Automation.
- MOAS records client financial positions everytime you give advice.
![MOAS Journey](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2FJourney.59c73226.png&w=3840&q=75)
Ready to enquire?
Book a demo with us by clicking the link below or have a read of our documentation to learn more.