Platforms such as Hubwise, Seccl, Fundment, and Third Financial made their APIs available to allow moneyinfo to automate everyday processes such as onboarding, reviews and client reporting.

As of September 2022, Fastrak can be used with Moneyinfo to enable you to easily create and deliver your investment reports directly onto your clients' branded app.

Embracing technology could increase the average number of clients per adviser from 112 to 200. To achieve this, client portals and understanding the digital journey is be key.

The release of moneyinfo's digital fact find enables advisers, IFAs and DFMs to simplify and automate onboarding and client review processes via a branded smartphone app.

In an analysis of the 30,000 most-active clients using the moneyinfo portal, we found app users logged in on average forty-six times compared to an average of twelve logins for website users.

It’s not surprising if the first thing advisers think they need when setting up their own business is a back-office system. However, the front office is increasingly becoming a priority.

Money marketing have highlighted a report that helps demonstrate why all financial advisers should have grave concerns over using email to send information and documents to their clients.

Your brand is on display to your clients whenever your clients touch your organisation. As Gen Z care about the brands they affiliate themselves with, your brand is more important now than ever.

89% of UHNW individuals, Baby Boomers and Millennials have a strong preference for mobile app engagement. April Rudin dispels some myths at what investors really want from their advisers.

Ernst & Young reported that a mixture of advisor and digital interactions is preferred by the majority of the ultra-wealthy and by almost half of clients interested in moving between providers.

It’s not phishing! The single biggest data security risk to your organisation is simply emailing the wrong client with someone else’s personal data.

According to research conducted by Octopus Investments, three quarters (76%) of advisers expect a hybrid financial advice model will be the future.