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moneyinfo for Clients


moneyinfo - Client Facing Video

This video has been created for our end users to view explaining what the moneyinfo client portal is and demonstrate some of its core functionality. It also explains some of the many advantages of using a client portal over traditional forms of interactions with your wealth manager, financial adviser, or employee benefits consultant.

The video is available for our clients to rebrand using screenshots of their bespoke portals, custom branding and bespoke voice-overs. Send us an enquiry  here .

Find out more in one of our regular webinars, register here .