Money Advice & Planning Ltd (MAP) has expanded its product offering to clients with the launch of its Investments MAPped Out Platform.

The Investments MAPped Out Platform is a secure, online account which enables franchise owners to bring their clients’ investments and pensions together, allowing them to view them in a single place.

This new service benefits MAP franchise owners as it helps them to get more business from both their existing clients and new ones. It also provides them with the opportunity to review their clients’ affairs regularly to see what state of health they are in.

The platform also gets rid of most of the paperwork, which the insurance and investments industry is renowned for, by replacing multiple bundles with one small set of forms. This cuts down on complications and potential client stalling, since everything is smooth, simple and transparent.

Furthermore, MAP is the one which controls the platform. Commission is paid regularly and the franchisor manages both that and all administration.

Published: 29 February 2012

Back to news