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DBL Video Case Study

Case Study

Life After Sport

DBL Asset Management in Wilmslow specialise in advice for sports personalities.

Dacre Staines, partner & Mark Easter, adviser explain why they chose moneyinfo and what it’s been like to work with us.

“When we were looking for a client portal we thought about the challenges our clients had particularly how to communicate securely, view their documents and check their investments wherever they are in the world.

Given the expectations of our clients we needed a supplier who could deliver us our branded portal and app in under three months and moneyinfo delivered.

The big improvement has been on client messaging where we now have immediate access to any queries our clients have through the portal.

We view moneyinfo as our long-term digital partner, they listen to what we have to say and what our clients want from the portal and they’re helping us deliver a better client experience.”

Watch the client story in the video above.