“System and data integration were key requirements for us from day one, and this was quickly identified by us as a key competency of moneyinfo, making it one of the deciding factors in choosing to work with them."

"We’re looking forward to bringing in the new features that keep getting released, and really working together to not just help improve our back office processes, but also to keep driving forward the client experience."

"Once we decided to implement moneyinfo the process was seamless, the support given to us by moneyinfo was professional and they were always there on hand which meant the integration and the roll out of Motus Money was very exciting and enjoyable."

“We previously had a portal that was an add-on to the back-office, now we have a fully customised client portal and app that makes a massive difference to the whole client experience.”

"We’ve been on a journey with moneyinfo and they are part of our future. It’s the way we do business now and I can’t imagine how we’d ever do it without them."

"The client digital experience is a really important part of us as a business and in moneyinfo we have found a provider that matches our philosophy and values."

"The ability to quickly onboard clients electronically was always the plan but clients have been genuinely surprised at how seamless it is and how easy it is to create their financial overview within the moneyinfo environment."

"The moneyinfo team have been fantastic working with us and we’ve now rolled out to all of our clients across not only financial planning but also the legal sector. We are no longer posting anything and it’s made us hugely more efficient."

"Given the expectations of our clients we needed a supplier who could deliver us our branded portal and app in under three months and moneyinfo delivered. The big improvement has been on client messaging where we now have immediate access to any queries our clients have through the portal."

"The roll-out to clients, which was expected to take up to a further year to complete, was undertaken in a few days with moneyinfo’s support and now all clients that want to access the portal can do so."

"Working with moneyinfo was very easy, they took time to get to know us as a business. The support from the start has been excellent and we feel really comfortable using moneyinfo as our long-term digital provider."

"I am really pleased with the new paperless way of working and we have benefited from a 35% reduction in office expenditure thanks to moving from paper and email to secure digital communication through bfp moneyinfo.“

"The feedback from clients has been extremely positive, there is no doubt that they enjoy using moneyinfo, and the information that it gives them, because it comes across cleanly, neatly, simply, which can sometimes be lost in a welter of paperwork.”

"Since 1995, Equilibrium has been providing friendly expertise on wealth management, pensions and estate planning strategies. We develop long-term financial plans for clients, making a positive difference to people so that life can be enjoyed."