Our apps for Apple and Android make it easy for your clients to access their finances any place, any time and always under your brand.
Clients can view their investments, savings, pensions, banking and insurances together with all the associated paperwork whenever and wherever they need it. If they have a bump in their car, they can get to their insurance documentation on the side of the road. If they have an emergency at home, their home insurance contact details are readily accessible at the click of a button. Your app is there for them … even for the things you haven’t advised on.
moneyinfo gives your clients total financial freedom on the move, 24/7... revolutionising your relationship with your clients.