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Products & Solutions
- Overview
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MoneyMate Interactive
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Data
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Custom
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Fact Sheets
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Products
& Solutions for
Financial Advisors & Institutions
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MoneyMate Products and Solutions are designed especially for the
Financial Industry - specifically if you are a Financial Advisor/Broker,
Investment Bank, Mortgage Provider or any Financial Institution.
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| MONEYMATE
INTERACTIVE (MMIA) |
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MoneyMate Interactive is a web-enabled service for financial institutions
and financial advisers. Users can research, compare, analyse and
report on funds. All of this offers a resilient defence to existing
business and provides valuable information to win new clients.
MMIA now also includes specialised Mortgages & Deposit modules.
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| DATA
SOLUTIONS |
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MoneyMate Financial data is collected
and validated with accuracy and precision as its primary aim. MoneyMate
data can be the key to helping you make accurate investment decisions
which are important to you and your clients. Whether you are a fund
provider, distributor or financial adviser, MoneyMate provides the
critical data you need, in the format you want it, to keep in touch
with today's fast moving financial markets. |
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| CUSTOM
SOLUTIONS |
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MoneyMate Custom Solutions are
designed to provide fully managed and hosted solutions for financial
institutions, online brokers or fund supermarkets wishing to add value
to their online or offline services. Custom solutions that can be
delivered by MoneyMate include bespoke web pages, graphs, web services
and custom data feeds. |
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| AUTOMATED
FACT SHEET GENERATION SERVICE |
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MoneyMate provides a fully customisable
Automated Fund Fact Sheet generation service.
For all Fund Fact Sheet services, MoneyMate consults directly with
its customers to determine the fund details, layout, analysis and
output format required. By outsourcing this function to MoneyMate,
internal resources can focus on core activities, reduce costly administration
and save time.
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