moneyGPS Advice
Introducing the Upgraded moneyGPS Management Console
We are pleased to introduce the upgraded moneyGPS Management Console, designed to give accounting firms greater clarity, control and confidence when delivering digital advice.
Whether you are in your 30-day trial or actively supporting users through moneyGPS, the Management Console is your central hub for onboarding, engagement, reporting and ongoing growth. This latest uplift enhances visibility, simplifies management and provides practical tools to help you embed digital advice seamlessly into your firm.
A Clearer View From Day One
At the centre of the upgrade is the new Home Dashboard.
From the moment you log in, you can access a clear summary of your account and activity, including subscription details, activation dates and renewal information.
A new live reporting dashboard provides real-time visibility across key metrics, including:
- Total users
- Money Check-Ups and Retirement Check-Ups by status
- Statements of Advice purchased
- ID verification progress
- Service recommendation engagement
These enhanced insights allow your firm to better understand user behaviour, identify engagement opportunities and support clients more proactively.
Stronger, Consent-Based Engagement
When a user provides consent within the digital advice platform, you can monitor and manage their progress directly from the Management Console.
This ensures a connected experience between your firm and your audience, while maintaining strict adherence to privacy and compliance requirements. It enables your team to support onboarding, track progress and identify opportunities for deeper engagement, without increasing operational burden.
A Structured 30-Day Onboarding Journey
To support a successful launch, we have introduced a new Onboarding Checklist.
Designed specifically for your 30-day free trial period, this structured checklist outlines clear action steps to help your firm move from setup to live engagement efficiently. By completing key tasks, you can transition confidently into active promotion and begin generating meaningful client interaction sooner.
Marketing Insights and Ready-to-Use Resources
The upgraded Management Console now includes a dedicated marketing area, bringing promotional support into one central location.
Here you can:
- View marketing statistics across all partners over the last 90 days.
- Access campaign documentation and process guides.
- Review sample email templates and promotional resources.
This ensures your firm has the tools needed to promote digital advice effectively and consistently.
Coming Soon: Knowledge Base and Resource Centre
We are continuing to expand the partner experience.
- Knowledge Base
A growing library of short instructional videos will support onboarding, team training and platform optimisation. Ideal for new team members and refresher training.
- Resource Centre
A dedicated reference hub including ROI guidance and a detailed breakdown of default moneyGPS services available to your firm and your clients.
Designed for Clarity, Confidence and Growth
The upgraded moneyGPS Management Console has been built to support accounting firms as they expand their digital advice offering, without increasing licensing complexity or operational pressure.
We look forward to supporting your onboarding, launch and ongoing growth as you deliver meaningful, compliant digital advice experiences to your clients.
Ready to See It in Action?
If you would like a personalised walkthrough of the upgraded moneyGPS Management Console, our Concierge Service is here to help.
In a short strategy session, we can:
- Guide you through the new dashboard and reporting features
- Review your onboarding progress
- Identify engagement opportunities within your firm
- Support your transition from trial to active client promotion
Whether you are just getting started or looking to optimise your existing setup, our team will help you embed digital advice confidently and efficiently.
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