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  1. Home
  2. Real-time I&E

Real-time I&E

We know that information gathering can be a daunting task for clients and a time-consuming process for advisers. What's more, the information shared isn't always a real-time reflection of where clients' finances are at.

We've got a means to simplify the process, with rapid and accurate results.

By using our Open Banking tool, clients can gather their income and expenditure information as well as their credit report in less than ten minutes. This online tool helps clients better prepare for receiving debt advice, and provides advisers with a single, reliable report detailing clients’ financial situation.

Join our referral partners to get free access to the Open Banking tool we’re using to transform information gathering.

For money advisers referring an individual

Click here if you are already a referral partner Read more

Published: 11th January, 2021

Updated: 29th January, 2021

Author: Abbey Fleming

To register an interest in becoming a referral partner

Click here to become a referral partner Read more

Published: 12th January, 2021

Updated: 29th January, 2021

Author: Abbey Fleming

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Latest

  • Online Train the Trainer – Digital Delivery for Financial Wellbeing 23rd June

    Join us for our monthly Train the Trainer sessions. This sessions aimed at professionals who undertake financial capability work with clients on a one-to-one basis and in group settings.

  • Financial Wellbeing Webinar - Greener fuel options for your home 30th June

    Join us for this financial wellbeing webinar where we will be looking at greener fuel options for your home and how these may be more financially viable.

  • National Numeracy Day 2022

    This National Numeracy Day, we are sharing an insight into the financial education sessions MAS provides for those in school, college or university. We discuss how numeracy skills can help equip children and young people with important tools for their future.

  • Workforce Strategy Manager Consultation 14th June

    As part of our work advocating for the interests and wellbeing of advisers, MAS is developing a Workforce Strategy for the Scottish Government. These sessions allow us to gather the evidence that will underpin the strategy.

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  • Regulated and Unregulated (Exempt) Credit Agreements

  • What we do

    Money Advice Scotland is Scotland’s money charity. We exist to help people in debt, support money advisers, and influence policy. Our mission is to be the driving force towards financial wellbeing for the people of Scotland.

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  • Money Guidance: A User-centred Approach

    Money Guidance: A User-centred Approach

    This new research is an opportunity to focus on the importance of a user-centred money guidance programme, which will aim to help people better manage their money, understand financial products, and build financial resilience, especially in light of the impact of the pandemic on personal finances.

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    Access our webchat for help in getting debt advice.

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Money Advice Scotland is Scotland's money charity. Our mission is to be the driving force towards financial wellbeing for the people of Scotland.

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Pentagon Centre,
36 Washington Street,
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Money Advice Scotland is a registered charity, Registration Number: SC005663
A company limited by guarantee. Registered in Scotland No. 137717