Let us show you how to re-engineer your business taking advantage of a digital service channel to deliver significant efficiency savings.
It’s a much better client experience. We recently onboarded a new client from Australia, including completing his SIPP application within 24 hours which was absolutely fantastic and would have taken weeks before moneyinfo.
Andrews Gwynne, Private Wealth Management
Traditionally, we communicated with clients through post and email. That wasn’t secure, so we decided to introduce the moneyinfo portal as the standard way of communicating with clients. We prefer sending the correspondence through the portal including quarterly reviews, suitability reports, newsletters and factfinds.
Equilibrium Asset Management
moneyinfo has a really powerful portal admin, a key market differentiator that no-one thinks about when they go to buy a branded client portal.
Cyrus Mehta - Saunderson House
A secure portal to communicate with your clients and share and sign paperwork will speed up onboarding, client reviews and rebalancing from days to minutes leaving you both more secure and efficient.
moneyinfo is delivered fully branded for your business including branded apps for Apple and Android. Every screen, function and control can be customised to meet your exacting corporate standards.
Our comprehensive portal management ensures that you and your teams have complete control over your moneyinfo service. From on-boarding your clients, to managing custom content to secure communications and much more.
Give your clients access to your service on their smartphones and tablets so they can interact with you from any place at any time.
Probably the most important consideration is to have a portal that is not tied to your Back Office or CRM supplier.
Outsource the management of your data to us and we'll provide you with a clean, refreshed and up-to-date client data.
GDPR compliance and MIFID II reporting are so much easier with moneyinfo. Let us show you how.
Moneyinfo complements your investment in technology, making your existing systems more efficient.
Super-charge your business processes for on-boarding, client servicing and estate planning.
Customisable, templated, timely and branded communications scheduled and sent to drive adoption.
Automate the delivery of your reports with configurable filing, delivery, notification and monitoring.
Build a relationship with your client’s children by helping them manage their finances through your app.
Data downloads, contract enquiry, API and SSO makes integrating moneyinfo into your infrastructure painless.
Your data in moneyinfo is your data. Access it and use it to measure and improve your services.