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Forward House,
B95 5AA

Case Studies

What our clients tell us …

  • Our integration logic is our secret weapon - our ability to take data from multiple sources and really intelligently integrate, demonstrates the strength and depth of our tech and sets us apart from our competitors.
  • multi device accessibility as standard is a pleasant surprise, given that mobile access is fast becoming the most popular choice for interrogating moneyinfo by their clients.
  • moneyinfo has really powerful portal admin - a key market differentiator that no-one thinks about when they go out to buy a portal.
  • there is real quality in the end-user experience - clients love it!


Working with moneyinfo, IronMarket have been able to take their digital proposition to the next level.

Equilibrium Asset Management

We selected moneyinfo because it fits and looks like our business, it’s a very important part of our digital strategy going forward.

Andrews Gwynne

There is no doubt clients like using moneyinfo, it comes across cleanly, neatly, simply, showing information that can be lost in a welter of paperwork.

Clifton Asset Management

A safe place for clients to keep an eye on all of their investments.