In the world of financial services, ensuring you have access to accurate and up to date data is essential. Yet for many firms the reality is that data can only be relied upon at the time of a client review.

Find out why panellists at the Empowering Advice Through Technology (EATT) conference said advice firms that do not have a client portal are less valuable to potential buyers than those that do.

Chris Baigent-Reed from Jigsaw Tree explains how they've worked with firms to configure our technology, streamline workflows and accelerated client onboarding and reviews.

Our accredited partner, Jigsaw Tree, recently posted the following article which we thought would be useful in considering your technology strategy.

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.

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's prestigious Silver Investors in People Accreditation is truly impressive and reflects our unwavering commitment to cultivating an exceptional workplace for our team.

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.