Libertas Financial Management Case Study Video
How using Moneyinfo workflows for onboarding and client reviews, MyLibertas went from being a client-facing portal to an integral part of how Libertas run and grow their business every day.
What the case study demonstrates -
Working with Moneyinfo to create MyLibertas, a branded client experience that reinforces trust, professionalism and secure engagement.
How Libertas has used MyLibertas to move beyond a client portal and create a true operational backbone for their business.
Using Moneyinfo workflows to support onboarding, annual reviews and post-meeting administration through clear, repeatable processes.
The practical benefits for the Libertas team, including clearer task ownership, reduced internal admin and greater confidence that nothing is missed.
Strong client adoption, with over 95% of clients using the app and portal, alongside improved compliance support and Consumer Duty evidence.
From client portal to operational backbone.
Libertas Financial Management, a financial planning firm based in central Scotland, set out from the beginning with a clear belief: technology should sit at the heart of the business. The firm wanted more than a portal for valuations and document storage. It needed a platform that could reflect its brand, strengthen its client relationships and support a more consistent, efficient way of working across retirement, investment, succession and protection planning.
After exploring the market, Libertas chose Moneyinfo not simply as a product, but as a partner. The result was MyLibertas: a branded client experience that gives clients a familiar, professional and secure place to engage with the firm. By bringing the Libertas brand into the app and portal, the firm has been able to reinforce trust, transparency, professionalism and reliability at every client touchpoint.
The biggest shift, however, came when Libertas moved beyond seeing Moneyinfo as a client-facing portal and began using it as the operational backbone of the business. With Moneyinfo workflows, the firm formalised its advice process into a clear, structured and repeatable way of working. Onboarding, annual reviews and post-meeting administration are now guided by defined steps, checklists and responsibilities, allowing advisers, paraplanners and administrators to work together with greater clarity.
For the team, that structure has translated into practical day-to-day benefits. Tasks are visible, responsibilities are clear and the pressure of tracking work across spreadsheets, emails and notes has been reduced. Libertas says the workflows have helped reduce internal emails, while giving team members confidence that nothing will be missed. The process is clear, concise and repeatable.
Clients have also responded positively. Libertas encourages clients to use the app during onboarding and annual review meetings, helping the firm achieve an adoption rate of over 95% across the app and portal.
Secure messaging, workflows and client document folders make it easier for clients to complete tasks and access information, while giving the firm a secure and organised way to communicate.
In a heavily regulated industry, that consistency matters. Moneyinfo workflows help Libertas demonstrate how advice is delivered in a structured, streamlined and repeatable way. While every client’s advice is different, the firm can show that the delivery process is consistent, supporting Consumer Duty expectations and giving the business confidence if it ever needs to evidence its approach to the regulator.
The key message from the Libertas story is that the real value of a client portal lies in how deeply it can be embedded into the business. For Libertas, Moneyinfo has grown from a client-facing tool into an integral part of how the firm runs, serves clients and continues to develop.
Their advice to other firms is simple: look beyond the surface, lift the bonnet and understand what the technology can really do.