A bespoke, branded client portal and mobile apps for asset managers, private banks, family offices and discretionary fund managers that's always mobile and always in your brand.
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.
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.
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.
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.
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.
We integrate with over 50 platforms, back office systems, and collaborative tools
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?
