The IIZUKA Money Advice Plugin provides the ability to manage all the income and expenditure of a client, to set up Priority and Non-Priority Debts and as a result produce a Common Financial Statement based on the Money Advice Trusts Trigger Figures. These Trigger Figures can be managed by the Administrator in the Administration area. The IIZUKA Money Advice Plugin also produces token offer letters to creditors. All in all the Plugin assists the adviser in managing a client’s financial affairs in a timely and systematic way.

• Trigger Figures
• Common Financial Statement
• Priority Debts
• Non-Priority Debts
• Income
• Expenditure
• Mail Merge – creditor offer/token letters