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A better client
experience

for financial advisers,
wealth managers and DFMs.

moneyinfo is so easy to use. I’ve got clients
in their 80’s who have been out and bought
iPads just to use it. They love it.
Lifestyle wealth management.

Mobile for
your clients

And mobile for you,
your team and
professional connections.

moneyinfo has allowed us to take our service
proposition online in a secure manner and we
could not recommend them highly enough.
Matheson Financial

Beautifully presented
in your brand

Your app for desktop,
wealth managers and DFMs.

It’s like moving from black and white to
Ultra HD compared to our old portal.
RC Brown Investment Management

Everyday
efficient

Processes that take weeks
completed in minutes.

We onboarded a client from Australia in
24 hours, which would have taken
weeks before moneyinfo.
Andrews Gwynne, Private Wealth Management

Better than
special delivery

Remove the cost of post
and insecurity of email.

Our responsibility to society means
a responsibility to the planet.
We’ve cut down on travel and
printed 75,000 fewer pages.
The Progeny Group

Automate
your reporting

And effortlessly meet
your MIFID II reporting
requirements.

Quarterly report packs, contract notes, market
drop notices and annual tax statements all are
delivered automatically via secure messaging.
RC Brown Investment Management

Next generation
planning

build a relationship with your
next generation of clients.

moneyinfo listen to what we have to say and
what our clients want and they’re helping us
deliver a better client experience.
DBL Asset Management

A better client
experience

For financial advisers,
wealth managers and DFMs.

moneyinfo is so easy to use. I’ve got clients in their 80’s who have been out and bought iPads just to use it. They love it. Lifestyle wealth management.

Mobile for
your clients

And mobile for you, your team
and professional connections.

moneyinfo has allowed us to take our service proposition online in a secure manner and we could not recommend them highly enough. Matheson Financial

Beautifully presented
in your brand

Your app for desktop,
tablet and mobile.

It’s like moving from black and white to Ultra HD compared to our old portal. RC Brown Investment Management

Everyday
Efficient

processes that take weeks
completed in minutes.

We onboarded a client from Australia in 24 hours, which would have taken weeks before moneyinfo. Andrews Gwynne, Private Wealth Management

Better than
special delivery

remove the cost of post
and insecurity of email.

Our responsibility to society means a responsibility to the planet. We’ve cut down on travel and printed 75,000 fewer pages. The Progeny Group

Automate
your reporting

And effortlessly meet your
MIFID II reporting requirements.

Quarterly report packs, contract notes, market drop notices and annual tax statements all are delivered automatically via secure messaging. RC Brown Investment Management

Next generation
planning

Build a relationship with
your next generation
of clients.

moneyinfo listen to what we have to say and what our clients want and they’re helping us deliver a better client experience. DBL Asset Management

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