MoneySoft is an automated financial management platform, enabling you and your clients to collaborate in the area of cashflow, budgeting and savings.
To celebrate our partnership with MoneySoft, they are offering affiliated AIA Advisers a FREE 30 day trial plus a special one-off 20% discount on your first quarterly invoice! Visit the MoneySoft page to register for this fantastic offer.
LifeXplorer Adviser Program (LEAP) is an online engagement tool which gives you the tools to understand a client’s life journey, and to engage them in the importance of financial advice, and enables you to earn CPD points. Visit the the LEAP website to find out more.