One platform. Two connected experiences.
Moneyinfo brings together the client-facing experience and the operational systems that power every relationship.
Clients benefit from a secure, modern digital experience. Advisers and support teams benefit from connected workflows, servicing tools and richer client understanding. Together, they create a single platform for managing, servicing and growing client relationships.
A Connected Approach To Client Relationships
Most firms rely on multiple systems to manage client engagement, servicing activity and business processes.
The challenge is not a lack of technology. It’s a lack of connection between the information, people and processes that drive the client relationship.
Moneyinfo addresses this by bringing together two connected experiences within a single platform.
A client experience designed around engagement and accessibility. An operational experience designed around servicing, efficiency and control.
Both supported by a shared foundation of data, workflows, integrations and Client Intelligence.
FOR CLIENTS
A branded client portal and iOS and Android app for portfolios, family wealth, documents, secure messaging, digital fact finds and relevant content.
FOR FIRMS
Helping relationship managers, investment teams and operations colleagues manage information, communications, reviews, and tasks.
One Moneyinfo platform
Highly configurable. Managed integrations and data services. A richer record of every relationship.
Existing technology ecosystem
Retain choice over your underlying systems.
Back office and CRM systems
Investment platforms and product providers
Investment and portfolio management solutions
Moneyinfo For Clients
A digital experience designed around the client
Moneyinfo provides clients with a secure and convenient way to engage with their wealth management firm.
Through a branded portal and mobile app, clients can access information, communicate securely and stay connected to the services they rely on.
Clients can:
Access documents and shared information
View portfolio and financial information
Send and receive secure messages
Complete forms and questionnaires
Sign documents electronically
Receive updates and notifications
Engage with ongoing reviews and servicing activity
The result is a more accessible, more engaging and more connected client experience.
Client Intelligence Across The Platform
Connecting information. Creating understanding.
At the heart of Moneyinfo sits the Client Intelligence layer. This is not another standalone product or separate module. It is the connected intelligence that runs across the entire platform.
Every interaction, communication, process and client activity contributes to a deeper understanding of the relationship.
As information is captured through client engagement and servicing activity, Moneyinfo builds a richer picture of each client over time.
This creates the context needed to support better decisions, more effective servicing and increasingly intelligent use of AI.
Moneyinfo Manager
The operational hub for your business
While clients experience Moneyinfo through the app and portal, advisers and servicing teams work through Moneyinfo Manager and the Manager App.
Moneyinfo Manager connects the operational activity behind every relationship, helping firms deliver consistent service while improving visibility and efficiency.
Support activities including:
Onboarding
Reviews
Workflow management
Case management
Tasks and reminders
Client communications
Team collaboration
Process automation
Servicing oversight
Operational reporting
By bringing these activities together in one place, firms can reduce administration, improve consistency, and create a stronger servicing model across the business.
Turning Activity Into Understanding
Information on its own has limited value.
Client Intelligence helps connect information through meaning, relationships and time. Rather than viewing interactions as isolated events, firms can build a more complete understanding of:
Client circumstances
Relationship history
Financial objectives
Significant events
Service activity
Outstanding actions
Previous decisions
Ongoing engagement
This helps teams prepare more effectively, collaborate more efficiently and provide a more personalised service.
Built Around Your Business
Flexible enough to support the way your firm works
Every wealth management business is different. Moneyinfo has been designed to support different operating models, servicing approaches and organisational structures from a single platform.
Whether you’re an independent wealth manager, national advice business, consolidator or multi-brand organisation, Moneyinfo can be configured around your business.
Supporting:
Different client segments
Multiple brands
Distinct servicing models
Custom workflows
Team structures
Role-based permissions
Enterprise operating environments
One Platform. Complete Visibility
Moneyinfo helps wealth management firms bring together client engagement, operational servicing and Client Intelligence within a single connected platform.
Helping teams reduce administration, improve efficiency and deliver a more personal client experience.
Get in Touch
We understand you want to make sure everything aligns with your needs. Book a free, personalised demo with one of our team members to explore how our solution can help you create a seamless, impactful digital experience for you and your clients.