Digital Relationship Management for DFMs. Reporting, Messaging and Compliance in one secure place.

Deliver branded investor experiences, automate reporting, eliminate off-channel risk, and evidence Consumer Duty. All in a single secure environment.

Book a tailored discovery call with Moneyinfo. We start by learning about your firm and what success looks like for you, followed by a live walkthrough of Moneyinfo including features like onboarding, KYC, document delivery, automated reporting, secure client communications, and much more.

Book a discovery call

Why DFMs choose Moneyinfo

Investor reporting, secure communications, and workflow automation. All in one branded experience.

Give your clients a modern investor portal and mobile app, automate report distribution, capture read receipts and approvals, and keep every message audit-ready under FCA and Consumer Duty.

Schedule & bulk-deliver multi-currency reports with read receipts and approvals.
Branded portal + iOS/Android apps for investors, advisers, and professional connections.
Secure messaging, Outlook 365 add-in, full audit trail, and GDPR compliant privacy controls.
Connect PMS/back-office, platforms & custodians; APIs, SFTP, webhooks.
Configurable templated workflows for onboarding & reviews, DocuSign e-signatures, digital fact find and KYC.

How does Moneyinfo help DFMs?

Compliant, secure communication

Centralise all messaging within a secure, auditable environment that protects client data and supports Consumer Duty obligations.

Connected data, one source of truth

Bring PMS, CRM and client data together in a single place, removing duplication and reducing errors across your workflows.

Premium digital client experience

Deliver a smooth, high-value online experience that builds trust with HNW clients and strengthens your brand.

Seamless client reporting

Automate quarterly report distribution in a fraction of the time, freeing your team to focus on clients rather than admin.

How implementation works

As the UK’s leading digital relationship management (DRM) platform for discretionary fund managers, we work closely with your team from day one, aligning technology with your client strategy, integrating seamlessly with your existing systems, and supporting adoption across every level of the business.

Discovery & design (2–3 weeks): map your client journeys, roles, branding and data sources.
Data & integrations (parallel): connect PMS/platform feeds; configure automations; set SSO if required.
Pilot (4–6 weeks): limited cohort, refine workflows, adoption coaching for RMs.
Scale: bulk-migrate reporting & comms; switch on mobile apps; extend to family groups.
You’ll get a dedicated success manager, training for operations & front-office, and an adoption playbook built from 200+ implementations.

Experts in our field

We work exclusively with financial advice and wealth management firms, which means we understand your world inside out. From onboarding and reporting to secure messaging and client reviews, every part of moneyinfo is built to streamline your operations and elevate the service your clients receive. We don’t try to do everything – we focus on the adviser-client relationship and do it exceptionally well.

“We wanted really to have a customer journey where clients saw everything in one place regardless of who the product provider is.

The proposition from Moneyinfo made complete sense. API driven, plug into our back office.

When you talk to some fairly large firms today, they’re still trying to grasp the nettle when it comes to client portals, and here we are, ten years in.”

Anthony Carty, Group Director
Clifton Asset Management

“An incredibly positive element of our entire business, especially given that we are moving towards a more interactive and digital environment for our clients.”