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Our branded apps deliver four times as many logins as a desktop client portal resulting in markedly lowering operating costs and accelerating response times for critical client interactions like document approvals and appointment booking. With seamless integration across the main investment platforms, product providers, DFMs and leading third-party portfolio management solutions including Third Financial, IRESS Pulse, Pershing, and IMiX, we can automate your report delivery and deliver efficient client onboarding and reviews with our fully customisable KYC process. Multi-currency valuations, performance reporting and a multi-generational view of family wealth delivers the information your clients want and custom content including video can reassure and inform your clients. A superior experience for your clients with biometric security, WhatsApp style secure communications and access for your introducers will help you meet your Consumer Duty, MIFID and GDPR responsibilities. We can deliver you a client portal and apps for Apple and Android that beautifully reflect your brand in under three months. A single login for your clients to manage and review their entire net worth together with the experience that your clients’ expect.

What moneyinfo can do

Features for Wealth Managers

moneyinfo has a host of powerful features to help forward-thinking financial planning and wealth management firms deliver game-changing client engagement. Click on our feature categories to learn more.

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Book a personal demonstration

Nothing replaces a 1 to 1 talk about the features that will help your business. Get a personal demonstration with a date that works best for you.

Bringing your brand to life

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We have become more efficient in delivering our quarterly valuations out to clients and this has added a significant string to our bow. An incredibly positive element of our entire business, especially given that we are moving towards a more interactive and digital environment for our clients.

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We have found that once workflow is started by a client, 95% of them complete the entire journey without any chasing from our team. Freeing up our team’s time for coaching our clients rather than chasing them.

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The proposition from moneyinfo made complete sense: API driven, plugged into our back office. When you talk to some fairly large firms today, they're still trying to grasp the nettle when it comes to things like client portals, and here we are 10 years in.

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You're in good company...

Come aboard and let's make the world of financial services more efficient, together.

Let the numbers do the talking...

180 +

IFA and WM firms supported

£1.3 BN

UK assets tracked

29 %

reduction in onboarding times

4 x

mobile logins vs desktop

We integrate with over 50 platforms, back office systems, and collaborative tools

Intelliflo logo Seccl logo iress xplan logo Nucleus logo Transact logo Time4Advice logo Novia logo Parmenion logo

What are you waiting for?

Are you an ambitious, forward-thinking adviser or wealth manager with an appetite to evolve with the times? Let us bring your app to life, all available demonstration dates are below. We’re ready to go, are you?

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What moneyinfo can do for my

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Automated bulk document delivery
Branded mobile apps & portal
Client summary and activity timeline
Cross platform portfolio reporting
Customisable workflows for onboarding and client reviews
Digital fact find and form builder
Document sharing, approval, and esignatures
Seamlessly transfer and respond to message from MS Outlook
Secure conversational messaging
Track total wealth across families
Valuations, transactions, multi-currency and performance
Securely communicate with their adviser and support team
Scan, sign, send and store important documentation
Whatsapp style conversational messaging
On demand valuations, accessible on any device
Mobile access to their information with biometric login
Held way asset tracking including properties, workplace pensions, and trading account
Self updating fact find integrated with Open Banking
Schedule meetings with ease
Engaging onboarding and review processes
Access portfolios, fact- finds, related parties and audit trails instantly
Communicate with clients securely from anywhere on any device
Dial contacts or get directions via GoogleMaps from within the app
Increase productivity with mobile apps for advisers
Less reliance on the back- office systems or support team
Retrieve, scan, store or send documents via mobile
View communication timelines
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