AdvicePro Money
AdvicePro Money is a "best-of-breed" package for money advisors. The system is designed to manage debt, welfare rights and financial capability. Debt Advice: Through AdvicePro Money you can create Common Financial Statements in line with Money Advice Trust bets practice. The application also provides a platform from which to manage your clients' creditors. It contains a suite of ready to use debt management reports. You can also create your own reports through the flexible reporting features. Welfare Rights: AdvicePro Money allows you to mange all aspects of welfare rights cases, including: - Benefit Check - Claim - Review - Appeal Financial Capability: Using the system you can track your clients' levels of financial capability, measuring the effectiveness of your programme whilst also building an overall picture of your client base.