Open data, open opportunities…
Choose your Tier.
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Essential
All policies in one place…
By offering a single, transparent view of all of your customers policies, you build trust and enhance customer loyalty
Clients can access information on their multiple policies
Get the data feeds direct from the Life companies
You get a fully supported service
Client engagement
Most Popular
Ultimate
Everything in Essential, plus….
Give your brand the spotlight—your logo, your colors, your identity—delivering a seamless, professional experience your clients will trust
White Label App With Customisable Logo
HubSpot CRM & Marketing Integration
Docusign Automations (E-Signature and ID Verification)
Online Application Process
Add-on
Marketing Plus
Take your business to the next level
Turn “post and hope” into predictable growth. More reach, less guesswork, measurable ROI—all from one dashboard.
SEO Optomised Blog Post Generation
Cross Platform Social Media Post Scheduler
Automated E-mail Content Creation
Automated Reporting Tool
Essential
All policies in one place…
By offering a single, transparent view of all of your customers policies, you build trust and enhance customer loyalty
Clients can access information on their multiple policies
Get the data feeds direct from the Life companies
You get a fully supported service
Client engagement
€3,840/ per year
Most Popular
Ultimate
Everything in Essential, plus….
Give your brand the spotlight—your logo, your colors, your identity—delivering a seamless, professional experience your clients will trust
White Label App With Customisable Logo
HubSpot CRM & Marketing Integration
Docusign Automations (E-Signature and ID Verification)
Online Application Process
Add-on
Marketing Plus
Take your business to the next level
Turn “post and hope” into predictable growth. More reach, less guesswork, measurable ROI—all from one dashboard.
SEO Optomised Blog Post Generation
Cross Platform Social Media Post Scheduler
Automated E-mail Content Creation
Automated Reporting Tool
Pensions
- 24/7 access to view, plan and manage all pensions in one place
- Find lost pensions and transfer other policies to view on your app
- Withdraw
Investments
- 24/7 access to your investments
- Check how investments are performing
- Start new or add to - investments, via the app
Insurance
- 24/7 access to insurance policies
- Use of calculators and financial tools to plan next steps
- Online application with intergrated docusign for new policies
Mortgages
- 24/7 access to view and manage your mortgage via the app
- Make overpayments easily
- Re-mortgage/ switch mortgages or apply for a new mortgage
Every service you offer, available anywhere
Marketing Plus
SEO Content
Managament
SEO Optomised Blog Post Generation
Boost visibility with content your customers actually search for. We plan and produce research-led blog posts mapped to your audience’s intent—complete with keyword targeting, internal linking, on-page SEO (titles, meta, headers), and optional schema markup. Each article reflects your industry tone, answers real questions, and supports conversions with clear CTAs. Consistent publishing builds topical authority, earning higher rankings and more qualified organic traffic.
What you get
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Topic & keyword research aligned to your niche
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Optimised drafts (meta, headers, links, images/alt) + E-E-A-T credibility
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Content calendar, performance tracking, and iterative improvements
Social Media
Management
Cross Platform Social Media Post Scheduler
Grow reach and consistency with platform-specific content—not copy-paste. We plan content pillars, write scroll-stopping hooks, and design assets that fit each feed. Scheduling is data-driven; messaging stays on-brand; every post has a clear CTA and UTM tracking for measurable ROI.
What you get
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Monthly content calendar aligned to campaigns & pillars
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Channel-native copy + creative (video, carousels, stories, static)
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Hashtag & tagging strategy, best-time posting, and A/B tests (hooks/thumbnails)
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Accessibility built in (captions, subtitles, alt text)
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Community management guidelines + response templates
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Analytics report with KPIs, insights, and next-step optimisations
E-Campaign
Management
Automated Email Content Creator
Turn one-off sends into a measurable growth engine. We design and build end-to-end campaigns—from strategy and creative to automation and analytics—so you reach the right people with the right message at the right moment, across email, SMS, and push.
What you get
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Campaign strategy & creative: value props, hooks, mobile-first templates, dark-mode safe design, clear CTAs.
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Data & segmentation: clean lists, consent capture, lifecycle/RFM segments, behavioral targeting from site/app/CRM events.
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Automation flows: welcome/onboarding, nurture, cross-sell, re-engagement, win-back, cart/browse abandonment, renewal reminders.
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Personalisation at scale: dynamic content blocks, conditional offers, product feeds/recommendations, localised send times.
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Deliverability & compliance: SPF/DKIM/DMARC setup, domain warming, list hygiene, GDPR/PECR-ready consent and preference centre.
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Testing & optimisation: subject line and creative A/Bs, send-time optimisation, holdout tests, ongoing copy/design improvements.
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Monitoring & reporting: real-time dashboards, UTM/GA4 tracking, revenue attribution, cohort and lift analysis, alerting on anomalies.
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Works with your stack: HubSpot, Klaviyo, Mailchimp, ActiveCampaign, Salesforce Marketing Cloud—or we’ll plug into yours.
Marketing
Analyitcs
Automated Reporting Tool
Turn raw data into decisions. We connect your GA4, CRM, e-commerce, ads, and app events into a single source of truth, then deliver role-based dashboards and clear next steps—not just charts.
What you get
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Unified data & tracking plan: event schema, UTM governance, consent-friendly setup.
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Dashboards by role: exec KPIs (LTV, CAC, ROAS), acquisition & funnel views, retention/cohorts, revenue and product performance.
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Automated monitoring: anomaly alerts, budget pacing, goal tracking, weekly insights summary.
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Recommendations that drive action: prioritised by impact/effort, with owners, timelines, and expected lift.
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Testing framework: A/B briefs, hypotheses, and post-test readouts (incrementality where possible).
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Attribution & forecasting (optional): multi-touch models, MMM light, channel mix guidance.
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Works with your stack: Looker Studio, Tableau, Power BI, BigQuery/Snowflake, plus native ad/CRM connectors.
Product Types
Company
Features
How quickly can I be up and running?
It typically takes 3-4 weeks from the first onboarding call to get published on the App store. Our team tailors the process to your specific needs and provides trianing while the app is under review to ensure you're ready for launch!
Can someone set up the software for me?
Of course! Our onboarding specialists handle all the heavy lifting for you, ensuring a smooth and seamless setup in as little as 10 days. We’ll take care of the details, so you can stay focused on what matters most—running your business.
How much support will I get?
We provide a fully supported service during typical business hours and will respond as soon as possible, often within hours of the enquiry raised.
How much does the software cost?
We provide fully transparent pricing tiers starting at €320+VAT per month, and we offer flexible plans based on the features and tools your business needs. View our 3 tier options with prices and features here.
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