How do you bring digital engagement and compliance together?

At EATT2025, we showed exactly that. In this session, Tessa Lee demonstrated how moneyinfo helps firms streamline operations, strengthen client relationships, and stay compliant – all through one connected platform.

AdviserTech LIVE 10 brought together platform leaders and moneyinfo to showcase how straight through processing is transforming efficiency for firms of every size.

Real demos, real results – and practical takeaways for firms ready to work smarter.

Tessa Lee explored how client portals have evolved from clunky add-ons to essential tools for digital relationship management – and why the firms getting it right are seeing real results.

Tessa Lee sat down with Progeny’s Wendy Fisher to share how their team rolled out moneyinfo – and the real impact it’s had on client engagement, adviser efficiency, and day-to-day operations across the firm.

A fast-paced look at how firms can reduce admin, secure their communications, and spend more time where it counts – building stronger relationships with clients.

Managing Director Tessa Lee presents at the Owen James WealthTech Matters event in March 2021, about how wealth managers can secure their communications, deliver a better client experience, and ensure their messaging is being heard.

We learned how to service the right type of clients, reduce the frequency of having to complete low value admin heavy tasks, without a corresponding increase in time, cost, and resource. Hosted by Paul Miles, Director at Silverback Consultancy.

With the FCA turning up the heat on the Price and Value outcome under Consumer Duty, many firms found it the hardest to evidence. This session breaks down how you can demonstrate fair value using moneyinfo, with practical steps and key features that simplify the process.

A fresh take on how Hybrid Advice has evolved – moving away from robo-led models and towards digital tools that enhance, rather than replace, face-to-face advice. A look at how tech and human expertise can work better together.

This session explores why the hybrid model is fast becoming the preferred choice – combining digital convenience with adviser expertise to deliver a more efficient, client-centred service that’s built for the future.

Did you know that for every pound spent, the UK financial services industry produces a ballpark carbon footprint of 191gm CO2E*?

Speaking at the Citywire Fintech Forum, Tessa Lee, the managing director of moneyinfo, asks the question whether going digital can reduce your carbon footprint.

Six fast-paced sessions to help advisers to learn how their firms can complement their own brand and values by white labelling market leading services and software, and how these firms can support them to develop their service fully under their own brand!

Watch our webinar from June 2021 to learn how to select and implement the right technologies designed to meet the challenges of the 21st century adviser – and where further digital efficiencies can be unlocked beyond video calls and e-signatures.

A live demo showing how moneyinfo supports client reviews, onboarding, and rebalancing – with real feedback from attendees and practical examples of how to deliver a smoother, more efficient client experience using your own branded app.

Discover how adviser tech firms are supporting advice businesses and their staff to work and service clients remotely with innovative tools in the threesixty Adviser Tech webinar series.

In a webinar with Goodacre CEO Stephen Pinner & Tessa Lee, managing director of moneyinfo, we provide practical examples to show how wealth management firms are making best use of new technologies to provide a better client experience.