ADVISOR USER

An omnichannel way to connect to your clients

INVEST IN YOUR
With MoneyRebel, we will prepare you for millennials and provide you with the essential tool to scale your business and free up more time.

The future proof advisory tool is here

YOUR CLIENTS IN CENTER

YOUR CLIENTS IN CENTER

RIGHT TO THE POINT

RIGHT TO THE POINT

AGILE PLATFORM

AGILE PLATFORM
FOR AGILE ADVISORY

Our all in one platform offers a digital advisory experience

TRADITIONAL

Telemarketing
Face to Face Meetings
Data Gathering
Spreadsheets, Docs
Little to no Control
Middle and Back Office

DIGITAL

Digital Onboarding
Digital Profiling
Account Aggregation
AI-Based Tools
Total Control
Automated Process

Competing as an advisor today means integrating technology to save time and provide a digital advisor experience for future generations.
It’s time to evolve your business.

PLATFORM MANAGEMENT
  • New generation 360° advisory and reporting solutions (tools)
  • A financial planning tool with a personal goal
  • Automated process
  • Total control
  • Updated connections according to PSD2
  • Account aggregation
  • Automated invoicing and payment
COMMUNICATION & CONNECTION
  • Direct automated messages and advice can be sent to clients
  • Portfolio overview and an easy invest feature available for clients and advisors
  • The possibility to interact live with the advisor or the platform
  • Fiat and Crypto connectivity in one place
  • 24/7 online communication inside the app between the platform, advisors, and clients
ACQUISITION TOOLS
  • A web platform for your company’s onboarding, sales, and communication
  • Interactive customer profiling
  • Financial calculators
  • More effective time management, for more clients
  • Integrated crypto wallet
SIMPLE ONBOARDING
  • Up to 24-hour support by platform admin
  • We help to connect to a broader customer base
  • We assist the client up to the account opening phase
Using our software, you will also get the opportunity to upgrade your existing business with:
  • A new revenue stream: The platform provides you with the opportunity to create a recurring revenue stream
  • New technologies: Machine learning, AI, decision support … all of that is possible when the data are stored in the right way
  • Scale: Selling services based on actual hours cannot be scaled. So, as time is limited, they can digitalize processes and get some of their time back.
  • Millennials: In 2020, they will start earning money, and the estimate of their earnings will be €20 Tn and 84% of them will seek financial advice.
  • Customer centricity: Working in one environment enables the generation of reports with one click, while having everything in one place provides you with the opportunity to focus on your clients.

Your financial independence navigator

CONECT ALL

CONNECT ALL YOUR ACCOUNTS
FOR 360° OVERVIEW

COMPREHENSIVE

JOIN YOUR
TRUSTED ADVISOR

INVEST IN YOUR

TAKE CONTROL OF
YOUR PERSONAL FINANCES

When you have your finances sorted out, life is good! Let us help you on your way to financial independence!

All-in-one financial app
one app
GET YOURS app store goole play
"I believe that through Knowledge and discipline, Financial Peace is Possible for all of Us!"
Dave Ramsey

Effortlessly connect all your accounts

See all accounts in one place
Connect your bank and your crypto account
Enjoy a 360° financial overview

3VD System™ for Managing Money

Investment portfolio - for financial independence
Emergency fund - for unexpected expenses
Wallet -for daily consumption

Join your trusted advisor and start your journey to financial independence

Easy onboarding & bank-level security
Secure communication module
DOWNLOAD app store goole play
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