moneyinfo Adviser App: The ultimate tool for Financial Advisers & Wealth Managers

Communicate securely and access key client information on the move, including contact information, KYC, valuations, messages, and client activity timelines, all via a dedicated app designed specifically to address the needs of the modern adviser.

Take your first step into forward-thinking adviser tools with the moneyinfo Adviser App

Supercharging engagement starts with knowing your client, and being able to interact with them whenever and wherever it suits you. Get a brief overview of the range of features available for ambitious firms to use in the moneyinfo Manager app here, or book a personal demo to get the full experience!

Biometrics login and encrypted data

A comprehensive view of your client data is available to access at your fingertips via a secure biometric mobile login. Their data is encrypted and stored securely in the cloud and accessible whenever and wherever it suits you.

Messages and documents on the move

Using message templates make interacting quicker, easier, and more convenient for you AND your client. You also have the ability to scan or upload documents directly from your mobile device for a client to sign on the go.

Client summary and activity timeline

Everything you need to know about your client, summarised via an easy to access dashboard. View a timeline of all recent interactions, including messages sent/received, documents signed, meetings booked.