A bespoke, branded client portal and mobile apps for financial planners, national IFAs and consolidators that's always mobile and always in your brand.
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.
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.
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.
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.
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.
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.
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.
We integrate with over 50 platforms, back office systems, and collaborative tools
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?
