MoneyParrot-Enabling financial advisors to organize, simplify and deepen customer engagements.
Pricing Plan

5999 / year

Yearly Plan

  • Data Analytics
  • Get data driven insights to drive sales
  • Insightful suggestions
  • Get insights on high revenue opportunities
  • Leader board
  • Know your rank nationaly and compare with peers
  • Connect on the go
  • Easily chat and engage with customers on the go
  • Proactive reminders
  • Wish your customers on birthdays & anniversaries
  • Customer appointments
  • Manage appointments & upcoming activities