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Leverage your own content
Access the existing video library and distribute your own video content through Money Alive Office to take advantage of our advanced engagement tracking system. Key features include confirmation of understanding, distribution evidence, and detailed PDF/CSV reporting.
Consumer Duty reporting
Receive consolidated client and adviser engagement reports across your business — ideal for evidencing oversight and demonstrating compliance with consumer understanding requirements under Consumer Duty.
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Tailored access control
Leverage role-based permissions to provide tailored access levels for relevant client accounts, oversight, and reporting.
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