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Our branded apps deliver four times as many logins as a desktop client portal resulting in markedly lower operating costs and accelerating response times for critical client interactions like document approvals and appointment booking. With two-way integration with the leading back-office systems including Intelligent Office, IRESS X-Plan, Time4Advice Curo and Wealthcraft our workflow tools and collaborative fact find will automate your client onboarding and reviews. We make it easy to implement our technology as we integrate with your existing back-office system and the other technologies you use rather than replacing them which would be a significantly bigger project with less obvious benefits. We take care of your data management, delivering you clean and refreshed data direct from your platform and providers to share with your clients and drive your MI. We make going digital easy, leaving you free to deliver your outstanding client service. A superior experience for your clients with biometric security, WhatsApp style secure communications and an app for your advisers will help you meet your Consumer Duty, MIFID and GDPR responsibilities. We can deliver you a client portal and apps for Apple and Android that beautifully reflect your brand in under three months. The UK's most customisable client portal designed specifically to address the challenges of the 21st century IFA.

What moneyinfo can do

Features for Financial Advisers

moneyinfo has a host of powerful features to help forward-thinking financial planning and wealth management firms deliver game-changing client engagement. Click on our feature categories to learn more.

Bringing your brand to life

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Book a personal demonstration

Nothing replaces a 1 to 1 talk about the features that will help your business. Get a personal demonstration with a date that works best for you.

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It was a back-office portal that we used, and it just couldn't give us what the business needed and what the clients ultimately were looking for. But after that first call with moneyinfo, we knew straight away that we could create something really bespoke to meet our client needs.

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It was really important to us that we rolled out software to our clients that not only was easy for them to operate but they could instantly see the benefits of it, and that's something we really found fantastic with moneyinfo.

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When I first saw our app on my iPhone screen I was really excited and as we learned what the portal could do, our ambitions grew. We got the software for valuations but very quickly realised that it could help us with a lot of business processes and in particular secure communications.

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You're in good company...

Come aboard and let's make the world of financial services more efficient, together.

Let the numbers do the talking...

180 +

IFA and WM firms supported

£1.3 BN

UK assets tracked

29 %

reduction in onboarding times

4 x

mobile logins vs desktop

We integrate with over 50 platforms, back office systems, and collaborative tools

Intelliflo logo Seccl logo iress xplan logo Nucleus logo Transact logo Time4Advice logo Novia logo Parmenion logo

What are you waiting for?

Are you an ambitious, forward-thinking adviser or wealth manager with an appetite to evolve with the times? Let us bring your app to life, all available demonstration dates are below. We’re ready to go, are you?

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What moneyinfo can do for my

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Automated bulk document delivery
Branded mobile apps & portal
Client summary and activity timeline
Cross platform portfolio reporting
Customisable workflows for onboarding and client reviews
Digital fact find and form builder
Document sharing, approval, and esignatures
Seamlessly transfer and respond to message from MS Outlook
Secure conversational messaging
Track total wealth across families
Valuations, transactions, multi-currency and performance
Securely communicate with their adviser and support team
Scan, sign, send and store important documentation
Whatsapp style conversational messaging
On demand valuations, accessible on any device
Mobile access to their information with biometric login
Held way asset tracking including properties, workplace pensions, and trading account
Self updating fact find integrated with Open Banking
Schedule meetings with ease
Engaging onboarding and review processes
Access portfolios, fact- finds, related parties and audit trails instantly
Communicate with clients securely from anywhere on any device
Dial contacts or get directions via GoogleMaps from within the app
Increase productivity with mobile apps for advisers
Less reliance on the back- office systems or support team
Retrieve, scan, store or send documents via mobile
View communication timelines
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