# Our features

## Advice document generator

#### Create advice documents with the click of a button. With all your advice documents in MOAS, track client goals and growth year on year.

* **Collaborative editing:** Work with you whole team on the same document at the same time.
* **Controlled templates**: Control what goes into your documents with templated advice.
* **Libraries:** Create and link supporting information to your advice templates. When a template is created, so is a library.
* **End-to-end process:** Get your practice online, track the client journey from first meeting to retirement.
* **Business wide reporting:** Keep on top of your workload and keep your team on track with business wide advice metrics.
* **Stand alone tool:** Everything you need to create great, compliant advice all in one place.

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## Complex scenario modelling

#### Model complex scenarios in minutes to demonstrate the value of your advice to your clients.

* **Scenario tracking:** Take a snapshot of your client's position and create as many scenarios as you want.
* **Comparison view:** Easily compare different scenarios and outcomes to find the best path.
* **Lightning fast:** Put together complex comparisons in under 2 minutes. Seriously, we're not kidding.
* **Model suite:** Insurance, retirement or long term progress, our list of models will cater to all your clients' needs.

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## CRM

#### Manage your clients' data all in one place.

* **Data mangement:** Manage your clients' contact, employment, family and address details.
* **Teams:** Create your own teams and assign any number to your client groups. Know who is working on which client group at any time.
* **Tags:** Segement your client groups by adding customisable tags. #FIRE
* **Financial data:** Store and track your client's financial position over time.
* **Advanced search:** Produce lists to easily find the client groups you are looking for.
* **Notes:** Keep your team up to date with what's been happening with your clients.

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## Workflows

#### Manage your client work from start to finish. From client requests to advice production, always stay on top of your workload.

* **Tasks:** Keep on top of your everyday client work.
* **Projects:** Track your ongoing and upcoming work to hit reach your goals.
* **Opportunities:** Identify and track potential advice opportunities from your existing client base and leads.
* **Business-wide reporting:** Holistic views of your organisation, where the pain points are, and what you have upcoming for the rest of the year and beyond.
* **Templating:** Set up templates for tasks, projects and opportunities you do all the time. Easily update these on the fly.
* **Tags & Teams:** Use customisable tags to segment your work. Add any number of teams to tasks, projects, and opportunities to manage the workload.

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## Advice fee calculator

#### Easily determine what resources were used to produce advice and how much they cost.

* **Calculate advice fees:** Whether you're billing clients or entities - easily calculate how much your time is worth.
* **Include in your advice:** Seamlessly include advice agreements in your documents.
* **Templated:** Set up services to be automatically included in your advice agreements.
* **Business-wide reporting:** Easily see where your revenue is coming from.

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