Hello, I was wondering if anyone is using, or has experience of the Moneyinfo factfind proposition.
Do you have any feedback?
I have seen a demo and like the idea of having the control to amend the factfind ourselves at no additional cost.
It also means Moneyinfo can be used as the client's sole portal. By using the XPLAN factfind, it would need to be sent via the XPLAN client portal, which could lead to 'portal overload' for the client.
I don't like the fact that you can't print a paper-based version of the Moneyinfo one. The need to do this shouldn't occur much and shouldn't be encouraged but I think the option should be there.
Shame there is no integration between Moneyinfo and XPLAN. This isn't expected to be imminent either.
Thanks for any thoughts and feedback.