Our partnership with Third Financial allows wealth managers and financial advisers to launch their own-branded, multi-function app for clients – without the need for external consultants.

A poll by J.D. Power in Wealth Professional found mobile apps should be a priority for businesses looking to draw in and keep younger investors.

moneyinfo are delighted to announce that we recently reached the milestone of our 100,000th client on the portal, continuing on our journey to service forward-thinking wealth management firms.

Our research survey poll was featured in FTAdviser’s technology column, where we asked 250 advisers about their experiences with DFMs to investigate their demands, desires, and dissatisfactions.

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.