https://moneyinfo.com/latest-news daily 0.75 2026-03-30 https://moneyinfo.com/latest-news/transact-and-moneyinfo-straight-through-account-opening monthly 0.5 2026-01-13 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/f7e53a4a-b557-4755-8df4-e94672e45e19/transact-moneyinfo-pr.png Latest News - Transact and Moneyinfo: digital account opening for faster onboarding - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/a84cd1d5-50f4-4813-8b2e-bccc8d8f06c5/ifa-mag-logo.png Latest News - Transact and Moneyinfo: digital account opening for faster onboarding - IFA Magazine: Transact and Moneyinfo deliver straight-through account opening to reduce manual data entry and accelerate onboarding https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/2ee22666-f7f1-4648-b943-3bc7212ffbe5/intermediary-logo.png Latest News - Transact and Moneyinfo: digital account opening for faster onboarding - Transact and Moneyinfo roll out new digital account opening to streamline onboarding https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/5eb79a43-1cd7-4a86-a03f-807785e8697c/ft-adviser-logo.jpg Latest News - Transact and Moneyinfo: digital account opening for faster onboarding - Transact and MoneyInfo upgrade removes rekeying for advisers https://moneyinfo.com/latest-news/autumn-budget-2025-a-practical-guide monthly 0.5 2025-11-26 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/0923632a-4fcb-4095-9e04-a0d73311f41f/autumn-budget-2025-email-image.png Latest News - Autumn Budget 2025: A practical guide for using your app to strengthen client relationships - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/enhanced-integration-between-xplan-and-moneyinfo-is-live monthly 0.5 2026-03-03 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/7194e783-e00d-4116-a50a-20357b4edff8/iress-moneyinfo-news-article.png Latest News - Moneyinfo and Iress partner to redefine adviser client engagement - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/eec7a482-6070-47ae-81fa-ea531a21e37e/professional-adviser-logo.png Latest News - Moneyinfo and Iress partner to redefine adviser client engagement - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/james-hambro-launches-enhanced-digital-client-experience-with-moneyinfo monthly 0.5 2025-11-19 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/5453a6dd-c638-4854-ba4f-727b8d999cf5/jh-moneyinfo.png Latest News - James Hambro & Partners launches enhanced digital client experience in partnership with Moneyinfo - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/812b8f8a-3cb1-412a-88f2-f48dd48ec709/citywire.png Latest News - James Hambro & Partners launches enhanced digital client experience in partnership with Moneyinfo - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/the-benefits-of-face-to-face-advice monthly 0.5 2025-10-15 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/561ab24d-8f87-4c2d-8d92-36353dc78e3d/the-benefits-of-face-to-face-advice.png Latest News - The benefits of face-to-face advice - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/free-training-the-secret-to-long-term-success-with-technology monthly 0.5 2025-10-14 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/ef176a1e-63da-4a7c-be73-5b23ad085c97/free-training-why-it-matters.png Latest News - Free training: the secret to long-term success with technology - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/why-working-in-the-office-as-a-team-still-matters monthly 0.5 2025-10-14 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/a310af11-484c-4f8b-b2da-6f338bcfbff3/Why-working-in-the-office-as-a-team-still-matters.png Latest News - Why working in the office as a team still matters - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/94eebd89-118b-478a-af9a-2d81cfb3d9d4/financial-planning-today-logo.png Latest News - Why working in the office as a team still matters - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/moneyinfo-and-transact-win-best-use-of-platform-technology monthly 0.5 2025-09-24 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/900ddcb0-1557-4923-a20d-8e48f57faba8/moneyinfo-transact-award-winners.png Latest News - Moneyinfo and Transact win Best use of Platform Technology at the Schroders UK Platform Awards - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/the-importance-of-branding monthly 0.5 2025-09-10 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/bb639d3a-2b24-4b7d-b4c6-970b4232efcd/the-importance-of-branding.jpg Latest News - The importance of branding - “Your brand gives you personality. On the outside, your brand may seem like it consists only of elements such as logos and colours, but your brand is actually the entire identity of your business.” https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/6b222c99-d451-415a-8e2d-d4ae1635bc95/the-importance-of-branding-coke.jpg Latest News - The importance of branding - Branding isn’t just important to firms the size of Coca-Cola. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/0da25592-5a4c-4448-a8cc-47f924c88e1f/Branded-client-app.png Latest News - The importance of branding - At Moneyinfo, we take your brand very seriously. https://moneyinfo.com/latest-news/your-future-customers-want-digital monthly 0.5 2025-09-10 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/e130a209-18b2-4316-9f6d-894f878e4b7b/your-future-customers-want-digital.png Latest News - Your future customers want digital - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/10-things-to-look-for-when-going-digital monthly 0.5 2025-09-10 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/1755859558538-UGGUV6IF1E25Y694Q88L/ten-things-to-look-for.png Latest News - 10 things to look for when going digital - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/amazon-like-experience monthly 0.5 2025-09-10 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/dd98e8d7-2080-4760-a78c-9a1b242cfcb8/creating-an-amazon-like-experience.png Latest News - Creating an Amazon like experience for your clients - Most financial advisers claim that ‘client referral’ is their number one source of leads. Yet, when pressed, they’ll also ‘fess up that they only get a few referrals per year. It’s not good enough. https://moneyinfo.com/latest-news/unlock-next-level-possibilities-with-datavana monthly 0.5 2025-07-28 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/afdeb172-dade-444b-a5f0-bf8ff316ed26/datavana-integration-blog-post.png Latest News - Unlock next-level possibilities with Datavana - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/the-productivity-puzzle-whats-holding-mid-sized-advice-firms-back monthly 0.5 2025-07-28 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/48c55033-9193-4559-8cf6-cff84efd8b4c/owen-james-meeting-blog-post.png Latest News - The Productivity Puzzle: What’s Holding Mid-Sized Advice Firms Back? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/04c03310-119d-4b77-a8d7-fa7bd095e0b9/owen-james-what-are-the-biggest-barriers-holding-back-productivity.png Latest News - The Productivity Puzzle: What’s Holding Mid-Sized Advice Firms Back? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/9b0bb5f6-43e1-490b-b1a4-9f02915ba182/owen-james-where-are-you-prioritising-your-tech-spend.png Latest News - The Productivity Puzzle: What’s Holding Mid-Sized Advice Firms Back? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/painless-platform-switching-unlock-90-pc-faster-onboarding-nkl5g monthly 0.5 2025-07-15 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/f0a0bf34-5e21-4742-9421-19b5693acf4a/thomson-tyndall-switch-platforms.png Latest News - What should firms be prioritising in 2025? Owen James Wealthtech Matters: The Business - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/painless-platform-switching-unlock-90-pc-faster-onboarding monthly 0.5 2025-09-01 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/1752573040042-G02L4R3O0WS9LAVI102R/platform-switching.jpg Latest News - Unlock 90% Faster Onboarding with Painless Platform Switching - Switching investment platforms is often seen as a necessary evil in wealth management - and for good reason. It’s a complex, time-consuming process that can disrupt your firm and test your clients’ patience. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/f0a0bf34-5e21-4742-9421-19b5693acf4a/thomson-tyndall-switch-platforms.png Latest News - Unlock 90% Faster Onboarding with Painless Platform Switching - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/give-clients-what-they-want-top-3-challenges-advisers-face monthly 0.5 2025-09-01 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/1504e0de-d64d-4af8-b188-12c76166ed75/article-tess-pa-article-2.jpg Latest News - Give clients what they want: Top 3 challenges advisers face - Tessa Lee, managing director at Moneyinfo, recently shared her insights in an article featured on Professional Adviser. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/eec7a482-6070-47ae-81fa-ea531a21e37e/professional-adviser-logo.png Latest News - Give clients what they want: Top 3 challenges advisers face - This article is shortened and adapted from an original piece by Tessa Lee, published on Professional Adviser. You can read the full original article here. https://moneyinfo.com/latest-news/advice-is-on-the-brink-of-a-tech-driven-revolution monthly 0.5 2025-06-26 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/4cae3320-c60b-4a6c-81d4-5ee7e1ca890e/article-tess-pa-article-1.jpg Latest News - Advice is on the brink of a tech-driven revolution - Tessa Lee, managing director at moneyinfo, recently shared her insights in an article featured on Professional Adviser. In it, she explores how technology is reshaping financial advice, with advisers at the forefront of this transformation. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/eec7a482-6070-47ae-81fa-ea531a21e37e/professional-adviser-logo.png Latest News - Advice is on the brink of a tech-driven revolution - This article is shortened and adapted from an original piece by Tessa Lee, published on Professional Adviser. You can read the full original article here. https://moneyinfo.com/latest-news/davies-wealth-management-4-0-purposeful-digitisation monthly 0.5 2025-06-26 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/f9e72074-c26b-4da5-86f3-c50dfafa6fc1/davies-consulting-header-image.jpg Latest News - Davies Wealth Management 4.0: Purposeful Digitisation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/a-year-in-review-clifton-asset-management monthly 0.5 2025-09-01 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/9012f785-bd99-4d53-9599-9d875c730ff6/full-wrapped-content-header-image-2.png Latest News - A Year in Review: Clifton Asset Management’s Digital Journey with Moneyinfo https://moneyinfo.com/latest-news/securing-future-clients-younger-clients-expect-mobile-apps monthly 0.5 2025-06-26 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/6e437f83-e2a2-44f4-bd20-5939c438e30e/money-marketing-repost-gallery-image.png Latest News - Securing future clients: Younger clients increasingly expect mobile apps - Research from Money Marketing reveals an emerging trend: younger clients increasingly expect financial advice to be available through mobile apps. Research from Money Marketing reveals an emerging trend: younger clients increasingly expect financial advice to be available through mobile apps. It’s a challenge - but also an opportunity - to engage tomorrow’s high earners. https://moneyinfo.com/latest-news/a-third-of-citywires-top-100-wealth-managers-choose-moneyinfo monthly 0.5 2025-06-26 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/5e0997d9-2e5d-41fd-94fd-c5cfa1ac242c/citywire-top-100-header-image.png Latest News - More Citywire Top 100 firms choose moneyinfo to power their client experience: Here's why - For over a decade, Citywire's Top 100 has been a celebration of the UK’s most forward-thinking financial planning firms. By focusing on the value they deliver to clients, this list showcases the best of the best in wealth management. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/a6ff4229-40ae-4edf-9de0-e095e125ee3b/equilibrium-letterbox.png Latest News - More Citywire Top 100 firms choose moneyinfo to power their client experience: Here's why - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/80b5b22e-faf0-4e13-8baf-bd7b3281a9ce/ovation-letterbox.png Latest News - More Citywire Top 100 firms choose moneyinfo to power their client experience: Here's why - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/877735ff-99d9-4b2e-b429-a26b0de31c34/progeny-letterbox.png Latest News - More Citywire Top 100 firms choose moneyinfo to power their client experience: Here's why - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/the-shift-to-digital-engagement-wealth-mosaic monthly 0.5 2025-09-16 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/19b7ea68-f98d-456f-ac63-379f2dc9bd06/CX-Toolkit-2024.png Latest News - The shift to digital engagement: Client onboarding - This report shines a light on the trends and solutions influencing the successful delivery of client experience (CX) in wealth management. It features 11 showcases, which explore elevating CX and detailing the technologies which help you to do so. https://moneyinfo.com/latest-news/autumn-budget-keep-your-clients-securely-informed monthly 0.5 2025-06-26 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/acad51a0-8f3f-43c4-a5f0-81bc982b9479/autumn-budget-header-image.png Latest News - Autumn budget: Keep your clients securely informed - As the Autumn Budget is announced, your clients are likely feeling anxious, seeking clarity on how these changes will impact their finances. In times of economic uncertainty, the ability to provide clear, timely, and relevant advice is more critical than ever. https://moneyinfo.com/latest-news/moneyinfo-integrates-with-transact monthly 0.5 2025-09-10 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/21acf49c-5e4a-425f-9ae2-f4f60dfb987e/transact-integration-header.png Latest News - Moneyinfo integrates with Transact to simplify document delivery - We were featured in Financial Planning Today, IFA Magazine, and Money Marketing, announcing our team up with Transact to enhance client document delivery. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/67d5fb74-3009-4be1-a7b8-17bb5d8412db/moneymarketing-logo.jpg Latest News - Moneyinfo integrates with Transact to simplify document delivery - Transact teams up with moneyinfo to enhance client document delivery https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/a84cd1d5-50f4-4813-8b2e-bccc8d8f06c5/ifa-mag-logo.png Latest News - Moneyinfo integrates with Transact to simplify document delivery - Transact teams up with moneyinfo to enhance client document delivery https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/d98d9a85-e15f-438a-bca2-e830c28f7688/fp-today.png Latest News - Moneyinfo integrates with Transact to simplify document delivery - Transact offers 'more efficient' document delivery https://moneyinfo.com/latest-news/professional-adviser-why-advisers-must-embrace-tech monthly 0.5 2025-09-01 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/6b2d5ab6-30ac-430d-bba0-b7ccf11fbe98/PA-give-clients-gallery-image.png Latest News - Why advisers must embrace tech: Featured in Professional Adviser - This article was featured in Professional Adviser, where our managing director Tessa Lee looked at the big three challenges in meeting clients’ digital expectations and explores how to overcome them. Read the full article below. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/b48f2081-6887-4c92-95d4-49200bb3db1e/infographic-for-first-article.png Latest News - Why advisers must embrace tech: Featured in Professional Adviser - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/the-ultimate-client-app-wealth-mosaic monthly 0.5 2025-06-26 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/675cb579-03d3-4eea-8ef1-91c1e40c73d2/wealth-mosaic-header-image.png Latest News - Meeting expectations with the ultimate client app - Wealth Mosaic’s Client Experience Toolkit 2024 is the first in a new series of toolkit reports focused on key technology themes and tools impacting global wealth management. https://moneyinfo.com/latest-news/unlock-the-power-of-insignis-cash-with-moneyinfo monthly 0.5 2025-06-26 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/711fcf23-ec3a-4fac-b9e0-b0c200ecbaab/insignis-cash-header-image.png Latest News - Unlock the power of Insignis Cash with moneyinfo - If you are one of the many advisers allocating a proportion of cash to your client portfolios, you may be interested in moneyinfo’s integration with Insignis Cash. https://moneyinfo.com/latest-news/5-ways-ai-will-transform-financial-planning monthly 0.5 2025-06-26 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/14281220-a7f7-4747-b427-e424a80ade91/5-ways-ai-will-transform-planning.png Latest News - 5 ways AI will transform financial planning - smarter, faster, more personal - The year is 2034, and Financial Planner Penny Wise wakes up to Alexa’s soft chimes. After a quick glance at the morning news on her smart mirror, she heads to her London office, a sleek, solar-powered building in the heart of the city. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/d98d9a85-e15f-438a-bca2-e830c28f7688/fp-today.png Latest News - 5 ways AI will transform financial planning - smarter, faster, more personal - Written by moneyinfo's Managing Director, Tessa Lee. Financial Planning Today - Read the full article https://moneyinfo.com/latest-news/the-power-of-community-moneyinfos-user-forum monthly 0.5 2025-10-14 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/492ad68b-3891-40e1-a929-c32946d54b7a/user-forum-image-header.png Latest News - The Power of Community: Moneyinfo’s User Forum - When choosing the right technology partner for your company, one of the key factors to consider is their ability to grow and adapt with your needs. https://moneyinfo.com/latest-news/systems-in-the-city-winner-2024-best-mobile-experience-for-private-clients monthly 0.5 2025-06-26 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/41ff710d-b0e4-4fa3-bef7-5eb0c45c1b7f/moneyinfo-sitc-image.png Latest News - Systems in the City Winner 2024 - Best Mobile Experience for Private Clients - We are delighted to announce that moneyinfo has been recognised with the prestigious 'Best Mobile Experience for Private Clients' award at the Goodacre Systems in the City Awards. https://moneyinfo.com/latest-news/evotra-secures-accredited-partnership monthly 0.5 2025-06-26 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/ab07360e-176d-459c-a7cf-57522339b87b/evotra-partners-moneyinfo-logo.png Latest News - Evotra secures accredited implementation partnership with client portal provider moneyinfo - We're excited to announce our latest implementation partnership with Evotra, marking a significant leap forward in our mission to revolutionise client engagement for wealth management firms. https://moneyinfo.com/latest-news/how-they-changed-their-tech-to-boost-client-engagement monthly 0.5 2025-08-29 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/1113b6b9-d165-42b6-b67e-5c036ca481b1/changing-tech-header.gif Latest News - Johnston Carmichael Wealth: Changing tech to boost client engagement - Martin Hendry, a chartered financial planner in Johnston Carmichael Wealth's Glasgow office talks with Carmen Reichman of FT Adviser on their experience of going digital and how the technology complements their face-to-face advice. https://moneyinfo.com/latest-news/the-changing-demands-of-the-high-net-worth-investor monthly 0.5 2025-06-26 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/3efe0607-6620-4ca9-9386-68c69c27ee52/changing-demands-hnwi-gallery.gif Latest News - The Changing Demands of the High Net Worth Investor [Download] - We have partnered with Compeer to produce a new research report that looks at whether the trend for increased tech spend from advisers and wealth managers is meeting high net worth clients’ expectations of digital services. https://moneyinfo.com/latest-news/2-way-integration-with-intelliflo-office monthly 0.5 2025-06-26 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/b387b82e-a85a-4002-a649-4cd9d9bf1ad9/intelliflo-bobw-header.gif Latest News - The best of both worlds: 2-way integration with intelliflo office - The enhanced 2-way integration with intelliflo represents a significant leap forward in time efficiency for our firms using intelliflo office. https://moneyinfo.com/latest-news/strategic-assets-unlocked-why-client-portals-should-be-on-your-balance-sheet monthly 0.5 2025-06-26 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/50d38b92-6033-4096-86a5-8a2e31ff751f/strategic-assets-unlocked.gif Latest News - Strategic Assets Unlocked: Why client portals should be on your balance sheet - While the term suggests that a client portal is exclusively for clients, your client portal is a multi-faceted solution that will deliver benefits across every element of your business. https://moneyinfo.com/latest-news/supercharge-your-investment-in-intelliflo monthly 0.5 2025-09-10 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/58464121-889f-4389-99c3-a7988a7b68e1/supercharge-your-investment-in-intelliflo.gif Latest News - Supercharge your investment in intelliflo, with Moneyinfo's two-way integration with intelliflo office - Efficient data exchange: from moneyinfo client portal to intelliflo office. https://moneyinfo.com/latest-news/app-users-log-in-4-times-more-than-web-users monthly 0.5 2025-09-10 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/1757499706006-MFXKL8J8JXYNZMMUGUKE/branding-app-users.jpg Latest News - App users log in 4x more than web users - why financial advisers need a client app - In 2022, we published some stats which showed that app users log in almost four times more often than web users. https://moneyinfo.com/latest-news/how-to-get-accurate-data-a-back-office-mystery monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/74c6fd64-8138-4d7f-b9c4-5d3357021ad6/A-Back-Office-Mystery.gif Latest News - A Back Office Mystery: Accurate data and how to get it - 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 when the back-office staff are tasked with pulling together the latest valuation. https://moneyinfo.com/latest-news/advice-firms-are-more-valuable-with-a-client-portal monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/21bdb5eb-b42c-4d17-93ce-9b29ddfb68b8/advice-firms-are-more-valuable.gif Latest News - Advice firms are 'more valuable' with a client portal - Advice firms that do not have a client portal are less valuable to potential buyers than those that do. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/67d5fb74-3009-4be1-a7b8-17bb5d8412db/moneymarketing-logo.jpg Latest News - Advice firms are 'more valuable' with a client portal - Advice firms are ‘less valuable’ without a client portal https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/eec7a482-6070-47ae-81fa-ea531a21e37e/professional-adviser-logo.png Latest News - Advice firms are 'more valuable' with a client portal - Advisers urged to adopt client portals to add value to their firms https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/5eb79a43-1cd7-4a86-a03f-807785e8697c/ft-adviser-logo.jpg Latest News - Advice firms are 'more valuable' with a client portal - A portal is not a client tool - it is an "enabler" for advice firms https://moneyinfo.com/latest-news/cut-onboarding-time-by-a-third-moneyinfo-jigsaw-tree monthly 0.5 2025-09-01 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/94cafe9c-d019-4c7a-b847-b0ed985def3c/jigsaw-tree-image-1.png Latest News - Cut your onboarding time by a third with Moneyinfo - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/5-client-portal-features-to-consider monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/d8318186-0e93-4fe0-ac05-2d20f117c4d9/5-Client-Portal-features-to-consider-for-2024.gif Latest News - 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 for 2024. https://moneyinfo.com/latest-news/moneyinfo-teams-up-with-seccl monthly 0.5 2025-09-01 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/a35dbf8d-32b9-48b7-8831-64b9bf897ca6/moneyinfo-teams-up-with-seccl.gif Latest News - Moneyinfo teams up with Seccl to launch client onboarding integration - moneyinfo, the leading client portal supplier for advisers and wealth managers, is developing a sophisticated client onboarding integration with Seccl, the Octopus-owned embedded investment platform. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/a84cd1d5-50f4-4813-8b2e-bccc8d8f06c5/ifa-mag-logo.png Latest News - Moneyinfo teams up with Seccl to launch client onboarding integration - Make it stand out IFAMagazine https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/5eb79a43-1cd7-4a86-a03f-807785e8697c/ft-adviser-logo.jpg Latest News - Moneyinfo teams up with Seccl to launch client onboarding integration - Make it stand out FTAdviser https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/67d5fb74-3009-4be1-a7b8-17bb5d8412db/moneymarketing-logo.jpg Latest News - Moneyinfo teams up with Seccl to launch client onboarding integration - Make it stand out money marketing https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/eec7a482-6070-47ae-81fa-ea531a21e37e/professional-adviser-logo.png Latest News - Moneyinfo teams up with Seccl to launch client onboarding integration - Make it stand out professional adviser https://moneyinfo.com/latest-news/hello-mum-top-3-financial-scams monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/f0abd8c9-71a3-4ddf-bdca-dba784a43d73/hello-mum-scam-header.gif Latest News - ‘Hello mum’ - the top 3 financial scams advisers need to warn clients about - It reckons 3.6 million people have fallen victim to a scam, according to new research from Canada Life referenced in an article on Financial Planning Today. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/f5b8b06b-9b0d-4900-b393-4ba38225517a/hello-mum-scam-article-infographic.png Latest News - ‘Hello mum’ - the top 3 financial scams advisers need to warn clients about - You’d be forgiven for thinking that phishing attacks are the most common cyber-security risk and whilst they can’t be ignored, the single biggest data security risk to your organisation is simply emailing the wrong client with someone else’s personal data. https://moneyinfo.com/latest-news/investors-in-people-accreditation monthly 0.5 2025-09-01 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/512db2e4-0dfd-4752-b180-5d546ba78e21/silver-accreditation-iip.png Latest News - Moneyinfo achieves Silver Investors in People Accreditation - We are thrilled to announce moneyinfo has achieved the prestigious Silver Investors in People Accreditation. https://moneyinfo.com/latest-news/strategic-partnership-between-moneyinfo-and-third-financial monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/31c04a45-0c5f-43cf-988d-b63e99a413cd/ultra-powerful-apps.gif Latest News - Strategic partnership between moneyinfo and Third Financial - Our partnership with Third Financial allows wealth managers and financial advisers to launch their own-branded, multi-functional app for clients without the need for external consultants or costly ongoing overheads. https://moneyinfo.com/latest-news/mobile-apps-increasingly-powering-modern-wealth-experience monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/43a5a71d-f503-429c-936c-acc363ce8d35/Mobile-apps-increasingly-powering-modern-wealth-experience.gif Latest News - Mobile apps are increasingly powering the modern wealth client experience - A new poll by J.D. Power that’s making headlines in Wealth Professional, finds that mobile apps should be a priority for businesses looking to draw in and keep younger investors. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/1741708518783-K9UNQ0BLWSJ76LG40LQ4/millennials-next-generation-of-wealth-header.png Latest News - Mobile apps are increasingly powering the modern wealth client experience - “It's a mistake to target digital products and services purely at millennials.” Read more on how to engage millennial clients here. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/e4b174bb-422d-45a6-862e-334a9471e846/what-is-netscore.jpg Latest News - Mobile apps are increasingly powering the modern wealth client experience - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/one-hundred-thousand-clients monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/59f04020-4a45-4a2d-ad3c-800ab41206f9/100000-clients.gif Latest News - 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. https://moneyinfo.com/latest-news/40pc-of-advisers-onboard-new-clients-with-no-technology-support-from-their-dfm monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/05c1aa5e-193e-4cb8-bcb0-f618d7f4349b/40pc-of-advisers-dont-get-automated-support-from-dfm.png Latest News - 40% of advisers onboard new clients with no technology support from their DFM - We recently conducted a research survey poll that was featured in FTAdviser’s technology column. https://moneyinfo.com/latest-news/platform-innovation monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/bfe9ed97-932a-4ce4-bb95-f9843cfbd987/platform-innovation.gif Latest News - A new age of platform innovation - Financial Services can be slow to adapt and resistant to change but a new age of technology innovation is happening with next generation platforms. https://moneyinfo.com/latest-news/fastrak-integrates-with-moneyinfo monthly 0.5 2025-09-01 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/ce1759f0-2423-4117-8a37-30ac3ce7d46b/fastrak-integrates-with-moneyinfo.gif Latest News - Moneyinfo integrates with Fastrak, improving client reporting and digital communication - Fastrak is the leading client reporting solution that allows financial advisers to produce premium quality and great-looking reports in a time-efficient manner. https://moneyinfo.com/latest-news/hybrid-adviser-2x-clients monthly 0.5 2025-08-29 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/c0e1be51-ab05-49bc-a080-5394cf00f842/can-the-hybrid-adviser-2-x-clients.png Latest News - Can the hybrid adviser service twice as many clients? - The average number of clients per adviser is 112 but embracing technology, that number could reach as many as 200 clients per adviser. https://moneyinfo.com/latest-news/moneyinfo-releases-digital-fact-find monthly 0.5 2025-09-01 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/cd2af2e2-08a9-4866-bd10-8c76230a040a/digital-fact-find-article-header.gif Latest News - Simplify onboarding and client reviews with digital fact find - The new 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. https://moneyinfo.com/latest-news/app-users-log-in-almost-four-times-more-often-than-web-users monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/6b3f0bcf-9b00-4b15-88ed-94159ef6c0fc/App-Powered-Adoption-Increase-header.jpg Latest News - App users log in almost four times more often than web users - We analysed 30,000 of the most-active clients using the moneyinfo portal during the six months between February and September 2021. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/eeca3b78-2d7c-4ec5-a435-145f8e090784/App-vs-website-Graph-1.png Latest News - App users log in almost four times more often than web users - App users accounted for nearly two-thirds of the logins during this period despite representing less than a third of the total users. And of the Top 100 users, 90 were using the app compared to just 10 using the PC. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/a7c4ede1-ecfe-4258-9ffd-c77482a0b4c6/Apps-vs-websites-fig-1.png Latest News - App users log in almost four times more often than web users - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/9ba1f0cc-7b15-45a5-99ae-be3804fb91e0/Apps-vs-websites-fig-2.png Latest News - App users log in almost four times more often than web users - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/is-adviser-tech-turning-back-to-front monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/3cbf22ed-45b6-4b4b-bfc4-30726f4338f9/Is-tech-back-to-front.gif Latest News - Is adviser tech turning back to front? - In Money Marketing’s news and analysis column, moneyinfo managing director, Tessa Lee, commented on the increased demand for client engagement tools. https://moneyinfo.com/latest-news/docusign-third-most-impersonated-brand-in-email-phishing-attacks monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/6201252d-319a-4626-b896-e3eeb5bb3f7d/docusign-third-most-impersonated-brand.gif Latest News - DocuSign: Third most impersonated brand in email phishing attacks - DocuSign, the e-signature software which is used by a majority of the wealth management community, https://moneyinfo.com/latest-news/gen-z-clients-are-coming-advice-firms-must-change-now monthly 0.5 2025-09-01 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/1756480854811-VEMTO1ITPC06FSFXIG1G/gen-z-clients-are-coming.png Latest News - Gen Z clients are coming… advice firms must change now - “In order to reach more people who would benefit from financial planning, advice firms need to become more representative of wider society” https://moneyinfo.com/latest-news/89-pc-of-your-clients-want-an-app-bridging-the-gap-in-financial-advice monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/eadcf338-9f8e-4983-870d-989a0c947d00/89-pc-of-your-clients-want-an-app.gif Latest News - 89% of your clients want an app - bridging the gap in financial advice - From the other side of the pond, April Rudin, in her monthly blog dispels some myths at what investors really want from their advisers. https://moneyinfo.com/latest-news/delivering-the-best-of-both-worlds-why-financial-advice-needs-both-digital-and-human-interaction monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/f8bd3b02-8ca8-48e4-ba9c-7d06c7e20694/best-of-both-worlds.gif Latest News - Delivering the best of both worlds - why financial advice needs both digital and human interaction - In their latest Global wealth report, Ernst & Young, report that a mixture of advisor and digital interactions is preferred by the majority of the ultra-wealthy and by almost half of clients interested in moving between providers. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/fba02cee-3b4f-4af9-b327-a002ed518653/the-hybrid-adviser-header-image.gif Latest News - Delivering the best of both worlds - why financial advice needs both digital and human interaction - The hybrid adviser delivers advice to more clients more profitably. Read more here. https://moneyinfo.com/latest-news/right-message-wrong-client-the-hidden-risks-of-email-in-financial-advice monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/9e8b7f72-128b-49f6-83a7-47fa75b3e9fe/right-message-wrong-client-header.gif Latest News - Right message, wrong client - the hidden risks of email in financial advice - You’d be forgiven for thinking that phishing attacks are the most common cyber-security risk. Yet the single biggest data security risk to your organisation is simply emailing the wrong client with someone else’s personal data. https://moneyinfo.com/latest-news/the-hybrid-adviser-why-blending-tech-with-personal-advice-works monthly 0.5 2025-08-29 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/7cc30597-2135-42b6-a564-d98a61c3a250/the-hybrid-adviser.png Latest News - The hybrid adviser - why blending tech with personal advice works - The hybrid adviser delivers advice to more clients more profitably by using a digital channel to complement their service. https://moneyinfo.com/latest-news/who-cares-wins-how-esg-impacts-investment-decisions monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/1bfff143-6055-4b33-b194-0bd3c1650ca9/Who-cares-wins-ESG-investing-header.gif Latest News - Who cares wins - how ESG impacts investment decisions - “ESG - Environmental, Social and Governance investing is one of the most talked about subjects in the market.” https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/043d5e60-44a5-4880-bb17-91e29284aad6/my-clients-prefer-email.gif Latest News - Who cares wins - how ESG impacts investment decisions - Why email isn’t safe for adviser to client communication and what to do instead Read full article here. https://moneyinfo.com/latest-news/destroying-business-wealth monthly 0.5 2025-09-01 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/7fd968f0-3ed8-4003-9399-ed639e9854bf/destroying-business-wealth.png Latest News - Destroying business wealth - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/praemium-and-moneyinfo-announce-technology-partnership monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/64a80bf3-1f2b-4e5d-869a-abdd4c2adc56/Praemium-and-moneyinfo-integration-header.png Latest News - Praemium and moneyinfo announce technology partnership - Platform provider Praemium and the fast growing fintech moneyinfo announce that Praemium is now an integration partner with moneyinfo. https://moneyinfo.com/latest-news/planning-for-the-worst monthly 0.5 2025-09-01 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/b44a097b-55bd-48f9-b863-1e4487c88c5f/planning-for-the-worst.png Latest News - Planning for the worst - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/the-new-digital-thundering-herd-why-wealthier-clients-are-embracing-tech monthly 0.5 2025-09-01 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/92d50c14-ba8b-4762-9254-de1f188f13c1/digital-thundering-herd.jpg Latest News - The new digital thundering herd - why wealthier clients are embracing tech - “Resistance to digital adoption has come from the financial advisory world rather than from the end user.” https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/e2172513-8d5d-4d54-9767-128ce66f3f47/should-you-ask-your-clients-if-they-want-a-client-portal.png Latest News - The new digital thundering herd - why wealthier clients are embracing tech - Should you ask your clients if they want a client portal? Read more here https://moneyinfo.com/latest-news/why-email-isnt-safe-for-adviser-to-client-communication-and-what-to-do-instead monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/043d5e60-44a5-4880-bb17-91e29284aad6/my-clients-prefer-email.gif Latest News - Why email isn't safe for adviser to client communication – and what to do instead - “My clients prefer email and are happy to receive their documents & messages in that manner.” If this is the way your clients feel, is it a valid reason not to implement secure messaging to protect your clients’ data? https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/1741693996367-KG39V6QNSC045GQWT7M4/automated-reporting-header-image.png Latest News - Why email isn't safe for adviser to client communication – and what to do instead - Automating your reporting Cut costs, stay compliant, and enhance client experience Read here https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/30450f7b-d84f-46d0-962d-57e516bd30a9/five-reasons-to-launch-your-adviser-app-to-all-your-clients.gif Latest News - Why email isn't safe for adviser to client communication – and what to do instead - Five reasons to launch your app to ALL your clients Here’s why you should aim to get all your clients using your app. Read more https://moneyinfo.com/latest-news/five-reasons-to-launch-your-app-to-all-your-clients monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/30450f7b-d84f-46d0-962d-57e516bd30a9/five-reasons-to-launch-your-adviser-app-to-all-your-clients.gif Latest News - Five reasons to launch your app to ALL your clients - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/fca-warns-advisers-on-using-whatsapp-and-social-media monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/8af59c97-f3ae-4e74-ad25-4f0f8c7bd4b4/FCA-warns-advisers-on-using-whatsapp-and-social-media.gif Latest News - FCA warns advisers on using WhatsApp and social media - In its Market Watch briefing earlier in the year, the Financial Conduct Authority warned advisers on the risk of using messaging apps such as Whatsapp especially given the increase in home working. https://moneyinfo.com/latest-news/the-back-to-front-office monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/c921577a-528f-40d3-bd84-2e2c5e859658/back-office-client-experience.png Latest News - The back to front office - why client experience should lead your tech strategy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/how-to-engage-millennial-clients monthly 0.5 2025-09-01 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/8842861c-b180-44f7-a988-9fcdaf5dc214/millenial-clients-on-phones.png Latest News - How to engage millennial clients through digital advice - are you ready for the next wealth generation? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/453b9fff-41cc-474d-a502-22d68ec72cd9/millennials-next-generation-of-wealth-image-1.png Latest News - How to engage millennial clients through digital advice - are you ready for the next wealth generation? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/16268170-a8cd-4944-aad9-158a271dd030/millennials-next-generation-of-wealth-image-2.png Latest News - How to engage millennial clients through digital advice - are you ready for the next wealth generation? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/inviting-tech-into-your-team-how-to-get-the-most-out-of-your-digital-tools monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/daf2ca1c-c104-470f-b834-47c2b07dcc11/inviting-tech-into-your-team-header.png Latest News - Inviting tech into your team - how to get the most out of your digital tools - I was delving in the TED archives and found a gem from late 2018. The intro to the talk goes like this: "Imagine your company hires a new employee, best in the business, who's on a multi-million dollar contract." https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/481d0822-2103-4dda-9504-333d296b1f97/inviting-tech-into-your-team-1.png Latest News - Inviting tech into your team - how to get the most out of your digital tools - Nadjia advocates re-drawing your organisation charts to include the technologies that people in the teams are responsible for managing. List the employees in their teams as for any normal org-chart and then add to the chart all the technologies that your firm uses. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/3b9123b9-63a8-475c-acbe-88bb9ad199b7/inviting-tech-into-your-team-2.png Latest News - Inviting tech into your team - how to get the most out of your digital tools - From this, new ideas can spring on how to get more out of your existing tech. The employee responsible for managing the technology should conduct a regular appraisal of the technology as you would any other employee and report on how well its doing and what can be done to improve performance, sharing the findings with the technology supplier. https://moneyinfo.com/latest-news/client-portal-essentials-10-must-haves-for-a-better-client-experience monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/d5f7f724-370e-483a-bd5d-ed1be6b9d4dd/Client-portal-essentials-10-must-haves.png Latest News - Client portal essentials - 10 must-haves for a better client experience - When selecting a client portal, it’s important to know what it should deliver. It’s much more than a way for your clients to check their investments online. Be armed with the ‘under the bonnet’ questions to ask your potential client portal supplier to ensure you select the right partner. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/742610f1-2a6c-44bf-b389-e2bb44a783a1/Client-portal-essentials-10-must-haves-1.jpg Latest News - Client portal essentials - 10 must-haves for a better client experience - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/5b6f6309-3d9c-497e-933c-8789ddd34b07/Client-portal-essentials-10-must-haves-2.jpg Latest News - Client portal essentials - 10 must-haves for a better client experience - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/776cb52a-9115-4181-bbbf-cea7cc3aae01/Client-portal-essentials-10-must-haves-3.jpg Latest News - Client portal essentials - 10 must-haves for a better client experience - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/8ff4a480-a904-4d29-aebf-121fa7c15760/Client-portal-essentials-10-must-haves-4.jpg Latest News - Client portal essentials - 10 must-haves for a better client experience - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/money-in-excel-be-ready-for-the-new-revolution monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/9d2fbb9e-e0fd-48f9-8d6d-49b37a9e647e/money-in-excel-header.png Latest News - Money in Excel: Be ready for the new revolution - Justin Cash, writing for Money Marketing has highlighted the launch by Microsoft of new money management tools in Excel calling it a brave new world for a technology company. Money In Excel, will allow users to connect their bank accounts, credit cards and store cards to manage their finances via Excel. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/1fb8d067-f60c-4a9f-99d6-2bb4cfc06416/money-in-excel-screenshot-image.png Latest News - Money in Excel: Be ready for the new revolution - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/b5b108f7-a4d3-474a-a2b7-6995a0267bf9/money-in-excel-screenshot-fca.png Latest News - Money in Excel: Be ready for the new revolution - If clients are prepared to aggregate their data, which they will only be prepared to do if the experience is easy and reliable, then before long clients will be able to press a button and run a needs analysis across their financial situation. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/a303517b-167a-49aa-a77d-01bbc6bfa816/money-in-excel-screenshot-image-2.png Latest News - Money in Excel: Be ready for the new revolution - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/ca913bc3-55db-4a95-8f55-bac0e591b66d/money-in-excel-screenshot-image-3.png Latest News - Money in Excel: Be ready for the new revolution - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/why-a-crm-is-the-wrong-choice-for-financial-advisers-and-wealth-managers monthly 0.5 2025-08-15 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/c1975bcc-ab93-4282-bb80-def09232b46c/why-a-crm-might-be-wrong.png Latest News - Why a CRM supplier is the wrong choice for your client portal - Here’s a view from an adviser firm just like yours:“ “My previous portal from my CRM supplier logically made sense but in practice you soon find out the limitations.” https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/269d260d-069c-4a97-959b-44a2acd61ac6/Callisto-logo-crm-article-image.png Latest News - Why a CRM supplier is the wrong choice for your client portal - We now have our own brand in the Appstores rather than having to push our clients to download an app from a brand they do not recognise.” Andrew Platt, CEO, Callisto Wealth https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/90f6693c-66d0-4303-b95a-84f0700856f7/why-a-crm-is-the-wrong-choice-android-apple.png Latest News - Why a CRM supplier is the wrong choice for your client portal - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/automate-reporting-for-advisers-dfms-and-wealth-managers monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/e42fab0e-fc51-41d3-a477-ae7a9081b685/automated-reporting-header-image.png Latest News - Automating your reporting - cut costs, stay compliant, and enhance client experience - Our aim at moneyinfo is to help advisers, wealth managers and DFMs deliver a better client experience. A huge sweet spot is our ability to automate what has previously been sent by post or insecurely via email. https://moneyinfo.com/latest-news/in-case-of-emergency-ice-for-advisers monthly 0.5 2025-09-01 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/7fc50f0c-002e-428b-83c1-77fd77920ddf/in-case-of-emergency.jpg Latest News - In Case of Emergency (ICE) - As an adviser, what can you do to help your clients? One of the key points is to work with your current clients to create an ‘In Case of Emergency’ (ICE) folder. https://moneyinfo.com/latest-news/how-to-ask-clients-what-they-want-from-your-client-portal monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/451d6e10-dc34-484c-9321-d2b042340cbf/how-to-ask-survey-clients.png Latest News - How to ask clients what they want from your client portal - Asking clients if they want online access to their portfolios will inevitably result in an indifferent response. It is better to ask questions which bring out problems they never knew they had. https://moneyinfo.com/latest-news/how-to-build-a-relationship-with-your-next-generation-of-clients monthly 0.5 2025-09-02 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/e6e7f09f-909c-4583-b28f-cff496615420/next-gen-of-clients.jpg Latest News - How to build a relationship with your next generation of clients - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/latest-news/should-you-ask-your-clients-if-they-want-a-client-portal monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/e2172513-8d5d-4d54-9767-128ce66f3f47/should-you-ask-your-clients-if-they-want-a-client-portal.png Latest News - Should you ask your clients if they want a client portal - A faster horse… Most of us are not experts at technology and rolling out a new system even for internal use is challenging enough. When that system is going to be used by your clients then it’s doubly important to get it right and deliver them a system they’ll want to use. https://moneyinfo.com/latest-news/mifid-reporting-portal-launched monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/ff47f126-55a5-4929-bfdc-dfde0bc1d467/mifid-reporting-portal-launched.png Latest News - MiFID Reporting Portal Launched - A number of discretionary fund managers have signed up to an app-based portal that tackles particular reporting challenges caused by MiFID. Launched by moneyinfo, the app tackles quarterly bulk reporting requirements and the challenge of how to inform clients of a 10 per cent drop in their portfolios. https://moneyinfo.com/latest-news/time-to-spring-clean-the-back-office monthly 0.5 2025-06-27 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/552ef5a6-f57e-4bd1-b313-06ea803ece9a/Time-to-spring-clean-the-back-offic Latest News - Time to spring clean the back office - Spring is a good a time to clean. It’s a chore and one you don’t want to face but you know it needs doing and spring’s a good time for cleaning. No, I’m not talking about the office spring-clean, I’m talking about tackling that long overdue task of cleaning up the data in your back office/CRM database. https://moneyinfo.com/latest-news/how-to-pick-your-client-portal-supplier monthly 0.5 2025-08-20 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/63f9d363-bfbf-4494-9547-3a95d9e8a75a/how-to-choose-your-portal-supplier.png Latest News - How to pick your client portal supplier - The success of your client portal will depend on how intuitive the experience is in practice. Therefore it is important to ask potential client portal suppliers the following questions: https://moneyinfo.com/latest-news/tag/Business+efficiencies monthly 0.5 https://moneyinfo.com/latest-news/tag/Digital+adoption monthly 0.5 https://moneyinfo.com/latest-news/tag/Adviser+engagement monthly 0.5 https://moneyinfo.com/case-studies daily 0.75 2026-03-23 https://moneyinfo.com/case-studies/six-degrees-case-study-video monthly 0.5 2026-01-28 https://moneyinfo.com/case-studies/tideway-case-study-video monthly 0.5 2025-11-10 https://moneyinfo.com/case-studies/clifton-asset-management monthly 0.5 2026-03-23 https://moneyinfo.com/case-studies/hymans-robertson monthly 0.5 2025-09-01 https://moneyinfo.com/case-studies/ovation monthly 0.5 2025-07-18 https://moneyinfo.com/case-studies/motus monthly 0.5 2025-07-18 https://moneyinfo.com/case-studies/gore-brown-investment-management monthly 0.5 2025-07-18 https://moneyinfo.com/case-studies/o-im monthly 0.5 2026-03-23 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https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/0de337e8-a5c4-4db0-96a3-86d4ed5f0379/Progeny-img-2.png Case Studies - Progeny Client Story - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/case-studies/rc-brown monthly 0.5 2025-07-18 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/513f09ec-4c93-48cd-9457-45be9055b3ca/CaseStudy5+RC+Brown.png Case Studies - RC Brown Client Story - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://moneyinfo.com/case-studies/dbl-asset-management monthly 0.5 2025-07-18 https://moneyinfo.com/case-studies/equilibrium-asset-management monthly 0.5 2025-07-18 https://images.squarespace-cdn.com/content/v1/675aafefd6fd8f3d08cde0fc/a228ef2e-62a2-46f3-b0db-ddf4c3c2777e/CaseStudy+MyEQ+2021.png Case Studies - Equilibrium Client Story - Make it stand out Whatever it is, the way you tell your story 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