Peak performance. Unlocked

Digital relationship management for wealth management and financial planning firms.

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Digital relationship management for smarter business

A best-in-class digital platform that combines branded apps, secure communication, workflow automation, and seamless onboarding and reviews.

We help firms streamline operations, enhance client engagement, and stay compliant - empowering them to work smarter, deliver more value, and unlock their peak performance.

Trusted by industry leaders

  • Old Mill Wealth Management

  • O-IM

  • Progeny Group

  • The Private Office

  • RC Brown Investment Management

  • Equilibrium Financial Planning

  • DBL Asset Management

Who we’re here to help

Built to empower your business

  • Streamline operations and reduce costs by replacing time-consuming paper and email tasks with automated, efficient processes designed for high-net-worth clients.

  • Simplify client interactions and provide seamless, personalised advice - saving your clients' time without compromising the personal touch they value.

  • Enable you and your clients to easily access and manage their data from anywhere in the world, ensuring a convenient and smooth experience no matter where they are.

  • A custom-branded app means you can communicate securely with clients, automate processes, reinforce your brand identity, and increase the overall value of your services.

  • Easily integrate scalable digital services into your existing technology stack, ensuring minimal disruption to your current workflows.

Our commitments to you

In Wealth Management and Financial Planning, working hard is a given. But working smarter is where the big gains are to be had.

Like delivering better outcomes and greater value for money for your clients. And helping you thrive in a regulated environment.

Technology can help you get you there – but that alone isn’t enough.

At Moneyinfo, we believe the real strength of technology is its ability to help solve real life problems. To augment human expertise. Because our relationship with you – and yours with your clients – is the most important thing.

Whether it’s the continuous development of our digital tools, the ability to tailor our offering to meet your specific requirements, or the unrivalled support we provide – we put your needs at the heart of everything we do.

To do that, we make four key commitments to you.

Hear what others have to say

  • James Crarer, GBIM Case Study

    James Crarer, GBIM

    “We have become more efficient in delivering our quarterly valuations out to clients and this has added a significant string to our bow.

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

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  • Neil Croxford, Tideway Wealth Management Case Study

    Neil Croxford, Tideway Wealth Management

    The results speak for themselves. Within a week, over 60% of their clients had signed up for the app. Adoption is now at 91% and in the last year alone, the Tideway moneyinfo portal and app has had nearly 100,000 logins from just 800 HNW clients, over 80% of these via the app.

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  • Anna Wren, Motus Financial Planning Case Study

    Anna Wren, Motus Financial Planning

    “It was really important to us that we rolled out software to our clients that not only was easy for them to operate but they could instantly see the benefits of it, and that's something we really found fantastic with moneyinfo.”

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  • Alan Flack, Town Close Case Study

    Alan Flack, Town Close

    "When I first saw our app on my iPhone screen I was really excited and as we learned what the portal could do, our ambitions grew.

    We got the software for valuations but very quickly realised that it could help us with a lot of business processes and in particular secure communications."

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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.