Moneyinfo and Transact win Best use of Platform Technology at the Schroders UK Platform Awards
What does it take to transform the way advisers and clients experience wealth management technology?
At the 2025 Schroders UK Platform Awards, that question was answered in more ways than one.
Not only were Moneyinfo and Transact named winners of the Best use of Platform Technology category, but several of our clients also picked up major awards of their own.
Britannic Place Financial Management won Leading Adviser Practice (up to 10 advisers).
Investment Quorum were highly commended in the same category.
Clifton Wealth Partnership won Leading Adviser Business (over 10 advisers) - a firm we’ve proudly supported for more than a decade.
To see both winners, and one of the runners-up, in the adviser practice awards all being Moneyinfo clients was a standout moment. It underlines the calibre of firms we support and the value they bring to the industry.
A partnership built on ambition
Alongside our clients’ success, our joint win with Transact was recognition of a partnership designed to tackle one of the industry’s biggest pain points. Advisers were struggling with inefficiency. Data had to be keyed into multiple systems. Clients needed separate logins for platforms and portals. Onboarding and consent were slow and prone to error.
We knew there was a better way. Together we created a secure, end-to-end integration that streamlined applications, portfolio reporting, document delivery and client consent. All within one branded portal.
Delivering a smarter digital journey
The integration between Moneyinfo and Transact delivers four core capabilities.
Automated daily valuations and transactions. Advisers and clients always have accurate, up-to-date information.
Secure document delivery. Firms can share important communications safely with no duplication.
Digital consent for account opening. No paper signatures. No extra logins.
Seamless two-way data flows. No rekeying. Less risk of error.
These features are embedded in Moneyinfo’s branded apps and dashboards. Advisers and clients now use a single, intuitive interface. The result is greater productivity, lower costs and compliance confidence. And a consistent brand experience.
Proven impact for firms and clients
The results are clear. Firms have reported major efficiency gains since launch in 2024.
Thomson Tyndall, a UK wealth management firm, achieved a 90% reduction in onboarding and transfer times. Tasks that once took weeks now take minutes. Errors are almost gone. Approval times are faster.
Advisers are saving hours of admin. Operations teams see fewer errors and reduced costs. Clients enjoy transparency and a smoother digital journey.
Built on collaboration
Behind the technology is a strong partnership. From early planning to launch, Moneyinfo and Transact worked closely.
Transact brought deep domain knowledge and evolved its API capability. Moneyinfo delivered specialist expertise in adviser engagement, compliance workflows and client experience design.
The integration was delivered on time. Within scope. Without compromise on security or quality.
A roadmap for the future
Next steps are already in motion. Straight-through account opening. Bulk instruction workflows. Digital re-registration. Richer tax and CGT reporting. All within Moneyinfo.
We are also exploring AI-driven insights and personalised content delivery. Both teams remain committed to co-development. Roadmaps are aligned. Dedicated resources are in place. Advisers and clients will continue to benefit from rapid innovation.
Unlocking peak performance
Winning the Schroders UK Platform Award for Best use of Platform Technology shows what happens when two organisations share the same vision.
It proves that the right partnership can deliver meaningful change. Not just for technology. But for the firms and clients who rely on it every day.
And with Moneyinfo clients also winning some of the most coveted adviser awards on the same night, one thing is clear. Ambitious firms who invest in their client experience are the ones unlocking peak performance.