Unlock next-level possibilities with Datavana
Every firm is different. And when you’ve got a unique challenge that moneyinfo doesn’t solve out of the box, Datavana helps you bend the rules, without breaking your tech stack.
Datavana is an accredited moneyinfo partner, working with forward-thinking firms to build tailored solutions that supercharge what’s possible with moneyinfo. Whether you need custom reporting, smarter workflows, or a better way to connect your data – Datavana is here to make it happen.
What can Datavana do?
It’s not about selling a fixed service. It’s about solving real problems. Here are just a few ways Datavana can support your team and clients:
1. Custom reporting & dashboards
Datavana builds powerful, bespoke reporting tools using Microsoft Power Platform and Power BI – giving you deeper insight into your moneyinfo data, or helping you combine it with other data sources (e.g. intelliflo, CURO, Xplan) to create a complete view of your business.
Track logins, activity, and engagement trends
Visualise implementation progress and identify training needs
Compare plan data between moneyinfo and your CRM
2. Joined-up data – not CRM integrations
Datavana doesn't build integrations between moneyinfo and CRMs – that’s handled by the moneyinfo team. What Datavana can do is bring together data from both systems for richer management information (MI) and operational reporting. You get the insights you need, without the manual workarounds.
3. Bespoke automations
Want something to happen in moneyinfo when a process hits a certain stage in your CRM? Or send a client update based on a task status in another platform? Datavana can build clever, custom automations that work across your ecosystem using APIs and Microsoft Power Platform.
4. Unlocking advanced features
Some of moneyinfo’s most powerful features don’t always get used to their full potential. Whether it’s a time or resource challenge, Datavana can help firms go further – building the tools and workflows needed to get the most from your portal.
5. Support for our internal teams
Datavana also helps the moneyinfo team directly – building tools that improve how we onboard new firms, track issues early, and deliver a better experience across the board.
Built on Microsoft Power Platform
At the heart of Datavana’s work is the Microsoft Power Platform – a flexible suite used to:
Create client-specific apps
Generate custom documents automatically
Trigger notifications based on events or timing
Record performance metrics over time
If it’s possible with your data – Datavana can probably build it.