Six Degrees, Transact and Moneyinfo: A seamless client experience.
Six Degrees are a wealth manager for entrepreneurs and their families, managing investable assets between £3–50 million. Catherine and Ollie, the co-founders, explain how they use Transact and Moneyinfo to deliver transparency and trust to their clients.
Want to see how your firm can achieve the same clarity and client engagement as Six Degrees? Book a discovery session to explore how Moneyinfo can help you get there.
“One of the key reasons we use Transact is the seamless experience with Moneyinfo, feeding data from the platform and portfolios to our clients via our app.”
At Moneyinfo, that seamless flow of information is exactly what we set out to achieve. By connecting directly with platforms like Transact, we make it effortless for firms such as Six Degrees to present a unified, real-time view of their clients’ financial worlds.
Six Degrees’ philosophy is built around purpose and transparency. Their clients are successful entrepreneurs with deeply held values, and technology plays a vital role in reflecting those values. From the very start, their goal was simple – keep it clear, keep it secure, and always meet the needs of the client. That’s where Moneyinfo stood out. We were the only provider able to deliver depth across every area of their clients’ financial lives, bringing together portfolios, policies, and documents in one secure, beautifully branded app.
“The experience with Moneyinfo, and actually bringing the app and the desktop portal to life was incredible.”
With a dedicated implementation manager guiding them throughout, Six Degrees went from concept to live portal in just six weeks. For a firm that had spent years in larger institutions where digital projects dragged on, this speed and support made all the difference.
“The branding journey was very important to get right.”
Brand consistency was crucial for Six Degrees. Every interaction with clients needed to feel aligned – from their website, to their documentation, to the digital experience. With Moneyinfo, they could carry their distinctive branding seamlessly into the portal and app, reinforcing their identity at every step. The result? When clients see the app in action – whether during onboarding or in a meeting – they’re struck by how transparent and empowering it feels. It’s a level of clarity they haven’t experienced elsewhere.
“Over 80% of our clients regularly log in to the app.”
Engagement levels like that show what happens when technology genuinely fits into people’s lives. Clients at Six Degrees now use the app for everything from accessing their portfolio and key documents to securely storing essentials like wills and insurance details. Even small, everyday conveniences – such as retrieving ID to collect a parcel – become easier with everything in one place. It’s become part of their routine, and that’s the mark of a successful digital relationship.
“We talk a lot in this industry about the benefit of being hybrid. In-person and human, but using technology to enable the client experience.”
That’s exactly the balance Moneyinfo supports. By combining human connection with powerful digital tools, firms can scale personal service without losing the qualities that make advice meaningful. Whether you’re a boutique like Six Degrees or a large national firm, using Moneyinfo to enable that experience is, in their words, a complete no-brainer.
You can find more about Six Degrees, their philosophy and their team at thisis6.com.