Powerful features that transform the way you work
Moneyinfo brings together client engagement, operational servicing and Client Intelligence in a single connected platform.
From onboarding and reviews to workflows, communications and AI-powered insight, Moneyinfo helps wealth management firms deliver a more personal client experience while improving efficiency across the business.
Most technology solutions solve one part of the client journey.
Moneyinfo connects the experiences your clients see with the processes your teams manage behind the scenes. Creating a single platform that supports the entire client relationship from onboarding through to ongoing servicing and long-term wealth management.
Built Around The Entire Client Relationship
Client Experience
Relationship Management
Workflow & Operations
Communications & Collaboration
AI & Client Intelligence
Integrations & Connectivity
Configuration & Scale
Client Experience
Deliver a modern, branded digital experience
Give clients a secure, convenient and engaging way to interact with your firm.
Whether they’re accessing portfolio information, sharing documents or communicating with their adviser, Moneyinfo keeps everything connected through a single digital experience.
Features include:
Branded client portal
iOS and Android mobile apps
Secure messaging
Document sharing and storage
Portfolio valuations
Financial information
E-signatures
Client notifications
Fact finds and questionnaires
Client document vault
Deliver a modern, branded digital experience
Relationship Management
Create a complete picture of every client relationship
The most valuable client information often sits outside the CRM. Moneyinfo helps firms build a richer understanding of each client by bringing together relationship history, service activity, communications and interactions in one place.
Helping teams prepare more effectively, collaborate more efficiently and deliver more personal service.
Features include:
Client timelines
Review management
Meeting records
Client activity tracking
Relationship history
Adviser notes
Household relationships
Interaction tracking
Servicing records
Client engagement insights
Workflow & Operations
Deliver consistent client experiences while improving operational efficiency.
Moneyinfo helps firms manage onboarding, reviews, workflows, cases and recurring servicing processes through configurable workflows and task management.
Features include:
Workflow automation
Client onboarding
Review processes
Case management
Task management
Service requests
Approval workflows
Automated reminders
Process tracking
Operational dashboards
Communications & Collaboration
Keep clients and teams connected
Effective communication sits at the heart of every client relationship. Moneyinfo helps firms manage secure communications while ensuring important conversations remain connected to the wider client record.
Features include:
Secure client messaging
Internal collaboration
Document requests and e-signatures
Automated communications
Meeting summaries
Review communications
Client updates
Audit trails
Communication history
Notification management
AI & Client Intelligence
Turn relationship history into actionable intelligence
AI is most powerful when it understands the context behind the client relationship.
Moneyinfo helps firms connect information, conversations, servicing activity and relationship history to create richer Client Intelligence.
Helping teams uncover relevant information, prepare for meetings and develop a deeper understanding of their clients.
Features include:
AI meeting transcription
AI-generated meeting summaries
Client Intelligence timeline
Relationship context
Client history tracking
Connected servicing records
Semantic intelligence layer
Evidence-based insights
Context-aware search
MCP-enabled AI connectivity
Integrations & Connectivity
Work with the technology you already use
Moneyinfo is designed to sit at the centre of your technology ecosystem.
Connect client information across platforms, planning tools, CRMs and third-party systems without replacing the technology your firm already relies on.
Features include:
Platform integrations
CRM integrations
Financial planning integrations
API framework
Data services
Single Sign-On (SSO)
Third-party connectivity
Data synchronisation
Technology ecosystem support
Future MCP integrations
Configuration & Scale
Build around your business
No two wealth management firms operate in exactly the same way.
Moneyinfo can be configured around different brands, teams, client types and operating models, helping firms deliver consistent client experiences while supporting growth and change.
Features include:
Multi-brand support
Flexible user permissions
Custom workflows
Role-based access
Team structures
Servicing models
Enterprise configuration
Consolidator support
Process customisation
Scalable architecture
One Platform. Two Connected Experiences
For clients. For advisers. For the teams behind every relationship.
For Clients provides a modern digital experience where clients can access documents, communicate securely and stay connected to their financial affairs.
Provides the operational hub for advisers, client support teams and administrators, bringing together servicing, workflows, tasks, relationship history and Client Intelligence.
Together they create a connected platform that supports the entire client relationship.
Ready to Explore Further?
Discover how Moneyinfo helps wealth management firms deliver better client service, improve operational efficiency and unlock the value of Client Intelligence.
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.