AdvicePro Money

AdvicePro Money Features:

• Create income, expenditure and financial statements in line with Money Advice Trust & Money Advice Service [supports CFS & SFS] best practice
• Manage your clients’ creditors
• In-built and regularly updated trigger figures
• Ready-to-use debt management reports
• Detail on all stages of a welfare rights case can be entered and tracked through Benefit Check, Claim, Mandatory Reconsideration/Review and Appeal
• Universal Credit case to track each individual element linked to client’s claim

Our money guidance module lets you measure your clients’ levels of financial capability, setting benchmarks for the effectiveness of individual client financial education programmes whilst also building an overall picture of your client base.