Client Intelligence. Unlocked
The connected Client Portal for Wealth Management
Give clients a secure, branded portal and app for their investments, documents, and conversations. Connect that experience with onboarding, reviews, and workflow automation in Moneyinfo Manager, helping your team reduce administration, deliver consistent service, and build a richer understanding of every client.
Trusted by wealth management and financial planning firms
A better client experience. More capacity for your team.
Moneyinfo connects digital client engagement with the everyday work of wealth management.
Client portal and branded apps:
Give clients secure access to portfolios, family wealth, documents and your team.
Digital onboarding and reviews:
Bring fact finds, documents, signatures and approvals into a connected process.
Workflow automation and case management:
Coordinate tasks, clarify ownership and keep client work moving.
Secure client communications:
Keep conversations and shared documents connected to the client record.
One platform. Two connected experiences
Connecting clients, your team and the work behind every relationship.
FOR CLIENTS
A branded client portal and iOS and Android app for portfolios, family wealth, documents, secure messaging, digital fact finds and relevant content.
FOR FIRMS
Helping relationship managers, investment teams and operations colleagues manage information, communications, reviews, and tasks.
One Moneyinfo platform
Highly configurable. Managed integrations and data services. A richer record of every relationship.
Existing technology ecosystem
Retain choice over your underlying systems.
Back office and CRM systems
Investment platforms and product providers
Investment and portfolio management solutions
Every interaction tells part of the story
Messages. Meetings. Reviews. Documents. Tasks. Decisions. Actions.
A secure message captures a concern. A digital fact find records a change. A signed document confirms a decision. A review workflow shows what happened next.
Moneyinfo connects these interactions with portfolio information, meeting records and client activity, building a history of the relationship in Moneyinfo Manager.
The client timeline helps your team see what was discussed, what has changed and what needs attention, supporting more informed conversations, continuity of service and a clearer audit trail.
Client intelligence starts with the whole relationship
Client intelligence is the understanding your firm builds from what it knows about each client, their circumstances, conversations, decisions and priorities over time.
The client experience in Moneyinfo and the work managed in Moneyinfo Manager contribute to the same relationship history, connecting client intelligence across the platform.
AI turns meetings into transcripts, summaries, suggested actions and proposed client record updates for your team to review and approve.
Intelligent client briefings draw on this wider history, helping your team prepare for conversations, understand what’s changed and identify what needs attention, with relevant context and supporting evidence.
Who we’re here to help
Configured around the way your firm works
Your client experience should reflect your firm. Moneyinfo can be configured around your brands, teams, client segments and processes, from content and permissions to forms and workflows.
Whether you’re growing an independent wealth management firm or bringing several businesses together, deliver a consistent client experience while supporting different operating models and underlying systems.
Trusted by industry leaders
-
![]()
Old Mill Wealth Management
-
![]()
Progeny Group
-
![]()
The Private Office
-
![]()
RC Brown Investment Management
-
![]()
Equilibrium Financial Planning
-
![]()
DBL Asset Management
Connect your ecosystem. Don’t replace it
Moneyinfo works alongside the systems your firm relies on. Our managed integrations, APIs and technology partnerships connect supported information from CRMs, back office systems, investment platforms and portfolio management solutions.
Give clients a consistent digital experience and your team a richer view of the relationship, while retaining choice over your underlying technology.
Helping firms achieve more
Deliver more personal client service
Give your team the relationship history and context to make each conversation more informed and relevant.
Improve efficiency and productivity
Connect workflows, automate routine steps and reduce time spent chasing documents or repeating administration.
Build compliance confidence
Keep communications, approvals and follow ups on record, supporting oversight and a clear audit trail.
Get more from your investment
Work with a dedicated and experienced team on implementation, training and adoption across your firm.
Unlock your peak performance
See how Moneyinfo could strengthen client engagement, improve operational efficiency and help your team understand more about every relationship.
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.