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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

  • MARS

    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

    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

    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

    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

    MARBLE Manager

    Interview script management system for organisations using MARBLE (MorganAsh Rules-Based Logic Engine).

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