What is Digital Relationship Management?
Clients expect secure and instant access to their information, and firms want smoother workflows, stronger engagement, and confidence that every process stands up to scrutiny. Yet many firms are still held back by systems that don’t connect and processes that create friction.
Moneyinfo brings everything together in one connected experience. Your fully branded client app and desktop portal integrate with your existing technology so clients and advisers have one place to communicate, share information, and complete tasks. Secure messaging, digital onboarding, automated workflows, and report delivery work in harmony, shaping a cleaner, more intuitive experience across every device.
This is digital relationship management. The key to unlocking your peak performance.
Our approach is built around our four commitments. We will transform your efficiency and productivity. Enhance your client experience and engagement. Deliver compliance confidence. And support you with a dedicated and experienced team. You get responsive, knowledgeable people who understand your challenges and company setup, and keep support simple, quick and personal.
Implementation is hands-on from the moment you join us. We set up your integrations, tailor your training and guide your team through confident adoption so you see measurable results early and continue to build momentum. Firms consistently tell us that client uptake is fast, engagement is strong, and the whole experience feels instantly clearer.
Moneyinfo evolves with your business. We invest continually in our platform so you stay ahead of your competition, whether that is secure report delivery, smarter workflows, or the next wave of AI driven personalisation. Moneyinfo is technology designed to strengthen your service and free your team to focus on deeper client relationships.
Our clients describe working with us as a partnership built on collaboration, ambition, and trust. They choose Moneyinfo because they want a platform that scales with them, supports their teams and delivers meaningful change.
Moneyinfo is more than technology. It’s a partnership that empowers you to unlock your peak performance.