Your beautiful, branded, bespoke client portal.
Your client’s entire financial life brought together in one place beautifully under your brand. Mobile and web-based, moneyinfo provides 24/7 access for your clients to their investments, savings, pensions, property, banking, mortgages, credit cards and insurances.
Your client’s digital financial filing cabinet.
Remove the time and cost of producing and mailing paper reports, let your clients access their information on demand. All of their finances and all the associated paperwork, organised and available at their convenience – all under your brand.
Your data cleansed and updated automatically.
With built-in aggregation from platforms, providers, bank-accounts, stock-trade accounts and back-offices we provide you with clean, refreshed and up-to-date client data delivered seamlessly into interactive, animated net-worth, spending and income graphs.
Link accounts to provide a complete family balance sheet.
View client, partner, dependants and trust accounts together on a single screen for a complete family balance sheet. Easily track all the assets, liabilities, income and spending across any account.
Secure communications made simple.
Secure messaging with mobile alerts makes collaboration between the adviser and client secure and easy and takes financial information away from the insecurity of email.
Documents can be signed electronically with DocuSign™ making on-boarding and on-going servicing more efficient and all your reporting can be sent electronically saving you a packet in printing and postage.
moneyinfo can be fully white-labelled, not just incorporating brand colours and logo. Every screen, function and control can be customised to meet your exacting corporate standards.
Connectivity and data where you want it.
From simple data exports to web services and APIs, moneyinfo allows you to make the best use of your data. Built in single sign-on capability means your clients can seamlessly move between moneyinfo and your other web-based services.
Reimagine the factfind.
moneyinfo aggregates data on what clients own, owe, earn and spend from the source of the data such as their bank accounts, credit cards, platforms, providers and land-registry. Making your cash-flow plans and fact-finds infinitely more accurate whilst simplifying the chore of data collection.