moneyinfo Manager ensures that you and your team have complete control over your digital service. Monitor and access usage, communications, AUM and more via your own data warehouse.
moneyinfo has a really powerful portal admin - a key market differentiator that no-one thinks about when they go to buy a portal.
Project Lead, Saunderson House
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 can integrate data from many different sources such as your back office, your platforms and your providers. A simple one-time set up process ensures that data can be aggregated from your different data sources on a scheduled overnight basis.
Once configured moneyinfo managed data service monitors your data feeds and we deal with any exceptions on your behalf, saving you masses of time and pain.
moneyinfo’s integrated content management system enables you to put your own fantastic content into your service.
Put a video feed on the dashboard or integrate your blog posts or articles. Personalise the content and have it delivered seamlessly to different client groups. Full version control and auditing means you can keep track of changes to content and roles-based permissions for editor and publisher rights allow you to control which of your team can make changes.
With SSO (using SAML) and our extensible REST API, moneyinfo is the gateway for your client to access all of their finances and all of your services all bought together beautifully under your brand.
Your app is your clients "go to" app for everything financial.
It’s easy to create user accounts for your clients. Add them manually or import them using direct links with your back office, CRM, platform or product providers.
Client, Partner, Dependents, Trusts and Business Accounts can all be created on moneyinfo and MIM lets you manage how accounts are linked.
With MIM, you can see what your client sees when they log in to your service. View everything that you manage and assets that your clients choose to add themselves.
Build your team structure with relevant roles and permissions. MIM makes it easy to manage who can access specific information, client data and groups.
Measure how your clients value your service with integrated Net Promoter Score. Aggregated management information helps to understand how clients value your service.
moneyinfo makes it easy to communicate with your clients securely and removes the security risk of using email. MIM helps you manage the two-way correspondence from your clients.