Latest News
The latest updates, announcements, and insights – all in one place to keep you informed and inspired.
Is your client portal up to scratch? The must-have tech for financial advice firms
Our accredited partner, Jigsaw Tree, recently posted the following article which we thought would be useful in considering your technology strategy.
Moneyinfo teams up with Seccl to launch client onboarding integration
Moneyinfo's client onboarding integration with Seccl provides advisers with a market-leading level of onboarding efficiency, while delivering clients a streamlined and intuitive experience.
‘Hello mum’ - the top 3 financial scams advisers need to warn clients about
50% of UK adults have or know someone who has experienced a financial scam attempt according to research from Canada Life referenced in an article on Financial Planning Today.
Moneyinfo achieves Silver Investors in People Accreditation
moneyinfo's prestigious Silver Investors in People Accreditation is truly impressive and reflects our unwavering commitment to cultivating an exceptional workplace for our team.
Strategic partnership between moneyinfo and Third Financial
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.
Mobile apps are increasingly powering the modern wealth client experience
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.
100,000 clients and what we've learnt along the way...
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.
40% of advisers onboard new clients with no technology support from their DFM
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.
A new age of platform innovation
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.
Moneyinfo integrates with Fastrak, improving client reporting and digital communication
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.
Can the hybrid adviser service twice as many clients?
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.
Simplify onboarding and client reviews with digital fact find
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.