Secure Communication
Security is non-negotiable. Our secure communication tools let you converse with clients in confidence, whether on desktop, tablet, or mobile. No emails required. And you can easily recall audit trails of conversations, giving you peace of mind while streamlining the entire process.
Seamless Integration with Outlook365
Save emails into your client audit trail and convert client emails into secure messages at the click of a button. The moneyinfo Outlook Add-in makes it easy to secure email messages and maintain a timeline of all communications.
Secure Messaging Threads
Enjoy a familiar messaging experience with thread-style conversations, making it easy to follow and respond to discussions.
Mobile Push Notifications
Stay in the loop with mobile push notifications for client and adviser or wealth manager. You and your clients will never miss an important message or update.
Document Attachments or Embedded Content
Easily attach documents, embed videos, or add images to your messages, providing a rich and flexible communication experience.
Group Message Conversations
Showcase investment portfolios in a way that reflects your brand's unique style. Customise portfolio layout views to emphasise the elements that matter most to your clients. You can even create your own custom pages and content. A personalised and engaging experience for every client.
Secure Audit Trail
Maintain a secure audit trail of all communications for transparency and compliance confidence.
Bulk Message Sending
Save time and effort by sending bulk messages to multiple recipients, saving you time and making you more efficient.
Custom Message Templates
Save time on repetitive tasks by creating your own message templates. Your communications become more efficient and consistent.
Read History
Know when your clients or other parties have read your messages with a time and date stamped read history.m.
Access for Professional Connections
Your professional connections such as solicitors, accountants or other introducers can be given access so that you can share client information and communicate with them securely.
DocuSign Integration for eSignatures
moneyinfo seamlessly integrates with DocuSign for eSignature requests. Your DocuSign templates are supported along with individual or bulk signature requests. The comprehensive functionality supports counter-signatures, signing orders and multiple signatories.
Document Vault with Privacy Controls
Your clients can upload and store their important paperwork and decide who documents are shared with using privacy controls.
Mobile Document Scanning
Your or your clients can scan and upload documents on your mobile phone making it easy to securely store and share important paperwork.
Get in Touch
We understand you want to make sure everything aligns with your needs. Book a free, personalised demo with one of our team members to explore how our solution can help you create a seamless, impactful digital experience for you and your clients.