moneyinfo teamed with Compeer in this report to look at whether the trend for increased tech spend from advisers and wealth managers is meeting digital expectations of high net worth clients.

The enhanced 2-way integration with intelliflo represents a significant leap forward in time efficiency for firms. Find out why this isn't just an upgrade, it's a better way of doing business.

Although the term suggests that a client portal is exclusively for clients, it is actually a multi-faceted solution that will deliver benefits across every element of your business. Find out why here.

The two-way integration with intelliflo’s back-office system goes beyond data retrieval. Here are ten reasons why moneyinfo will beautifully complement your intelliflo office system.

In 2022, we published some stats which showed that app users log in almost four times more often than web users. We’ve continued to monitor this stat, find out more here.

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.