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Support documentation and help for firms implementing and managing MorganAsh’s software and services.
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MorganAsh user systems
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MARS
Assess, manage and report on consumer vulnerability – quickly, easily and objectively. Includes powerful reporting for management information and reporting.
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Discounted Gift Trust
A medical underwriting service provided by MorganAsh for financial advisers using the Transact platform only. Users must be authorised by the FCA and registered with Transact.
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MARTIN
MARTIN (MorganAsh Real-Time Information Network) is a tele-interviews and tele-claims customer-relationship system for the financial sector.
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Online booking
A portal to book MARTIN tele-interview appointments, with real-time availability of the tele-interview nurse team.
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MARBLE Manager
Interview script management system for organisations using MARBLE (MorganAsh Rules-Based Logic Engine).