Stay Connected with Moneyinfo Outlook Add-in
Email still plays a big role in day-to-day communication, but it doesn’t have to hold you back. The Moneyinfo Outlook Add-in connects Outlook directly to Moneyinfo Manager, saving time, improving compliance, and keeping every message secure and organised. Many firms already use it to simplify client communication and maintain a clear audit trail without the need for manual filing.
Watch the demo to see how it works, or register for our upcoming session to explore how it can help your team work smarter.
Why firms love it
The Outlook Add-in has quickly become a favourite among firms looking to save time and stay compliant without changing how they work. By connecting Outlook directly to Moneyinfo Manager, every client email becomes part of a secure, auditable record. It’s a simple way to enhance communication, streamline processes, and strengthen client relationships.
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Helps clients build the habit of communicating safely through your branded app, improving adoption and trust.
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Automatically records every message and attachment, giving you full visibility and compliance confidence.
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Links emails, attachments, and replies to the right client record instantly, removing the need for manual filing.
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Lets your team see what’s been sent, delivered, or replied to, helping you stay responsive and proactive.
Watch on demand: Outlook add-in demonstration
Katy walks through how the Moneyinfo Outlook add-in connects Outlook directly to Moneyinfo Manager.
If you’d like to go further, join our upcoming session to explore how you can use the Outlook Add-in to enhance efficiency, boost engagement, and deliver compliance confidence.
Join our upcoming session
Take a closer look at how firms are using Moneyinfo tools like the Outlook Add-in to transform client communication.
In this live session, we’ll show how seamless integration can save time, reduce admin, and deliver a secure, compliant experience for both teams and clients.
You’ll hear real examples from firms already using the add-in to simplify workflows and boost engagement, and you’ll see how it fits within your existing Moneyinfo setup.
Register below to join the conversation and learn how to unlock your peak performance.