Why us

Case Studies

Browse by firm type

Wealth Manager, All matthew pittaway Wealth Manager, All matthew pittaway

Tideway Case Study Video

Within a week, over 60% of their clients had signed up for the app. Adoption is now at 91% and in the last year alone, the Tideway moneyinfo portal and app has had nearly 100,000 logins from just 800 HNW clients, over 80% of these via the app.

Read More
Wealth Manager, All matthew pittaway Wealth Manager, All matthew pittaway

Clifton Asset Management Case Study Video

"Technology lies at the heart of everything we do at Clifton. It's part of our DNA, and here we are now, 10 years on from 2014. We've very much grown up together, and we will continue to evolve the services that we provide via our client portal to our clients, very much with the help of moneyinfo.”

Read More
Wealth Manager, All matthew pittaway Wealth Manager, All matthew pittaway

RC Brown Client Story

"It took 8 weeks to get a working version live but the results were immediate; The business was able to offer not only online access but tablet and mobile too via its own branded RC Brown app on the app stores."

Read More