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Access for your clients to all of their finances, beautifully presented under your brand and fully customised to meet your exacting corporate standards.
It’s a much better client experience. We recently onboarded a new client from Australia, including completing his SIPP application within 24 hours which was absolutely fantastic and would have taken weeks before moneyinfo.
Andrews Gwynne, Private Wealth Management
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
It’s not our login page with your logo on it. The landing page is designed to sit seamlessly with your website style and reflect your visual identity. Your clients can access your portal from your website or from a custom domain of your choice.
Give your clients access to your service on their smartphones and tablets so they can interact with you from any place at any time.
Your branded client brochure introduces your digital service to your clients. It’s customised to your brand guidelines and delivered to you in print-ready and digital formats.
Call it what you like to match your company ethos. It’s your service under your name to suit you. Every screen, function and control can be customised to meet your exacting corporate standards.
We provide library templates of communications for the key things you’ll want to communicate to your clients. These can all be easily customised using our content management tool to fit your language and brand-style, incorporating custom images, text and video.
A video introducing the benefits of moneyinfo to your clients. This can be branded for you, as an optional extra. The branded video will incorporate your service name and visuals throughout.
