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Secure Messaging

Designed to be as easy to use as WhatsApp so your clients can communicate with you and share and sign documents on their smartphones, tablets and PCs, whatever's convenient to them.

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e-signatures

You need to get all your clients to accept your revised client agreement which can take weeks and cost a fortune in time, printing & postage. Do it in minutes via an e-signature template.

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Automated Reporting

moneyinfo takes the reports you produce and automatically delivers them securely to your clients.

Your client gets a push notification on their phone, the report is filed automatically and you get an audit trail of when the report is delivered and most importantly opened by your client.

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A few more reasons

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Onboard

Start your client relationship as you mean to go-on with a fully automated digital process.

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Review

Client reviews are so much easier when you can securely share and sign documents.

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Rebalance

Deliver your recommendations, monitor approval and process rebalance requests in hours rather than days.