Accountancy Firms

Connect more of the client relationship

For accountancy firms with a financial planning or wealth management arm, the opportunity is bigger than providing two separate professional services.

Your clients already trust you with some of their most important financial decisions.

Moneyinfo helps bring the wider relationship together, giving clients one branded digital experience for their financial planning information, investments, documents, communication and ongoing activity.

It means your financial planning proposition can feel like a natural extension of the relationship clients already have with your firm.

Unlock your peak performance by connecting more of your clients' financial lives.

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How Moneyinfo helps accountancy firms

Accountancy and financial planning teams may operate as specialist services, but clients increasingly expect one coherent experience.
Moneyinfo provides a common digital front door for the financial planning relationship, helping multidisciplinary firms create greater consistency across their proposition.
Clients may know and trust your accountancy practice without fully understanding your wider financial planning capabilities.
A branded digital financial experience gives the planning relationship greater visibility and creates more opportunities for clients to engage with the wider services you provide.
Bring advised portfolios together with pensions, cash, property and other assets to create a broader view of the client's finances.
This helps support more holistic conversations around wealth, retirement, business assets and family finances.
Use configurable workflows, digital fact finding, secure document collection and approvals to reduce administration around financial planning.
Move important financial documents and communication away from ordinary email.
Moneyinfo provides secure messaging, digital documents and a clear record of client activity.
Moneyinfo integrates with leading financial planning back office systems including intelliflo office, Iress Xplan and Time4Advice Curo, alongside major investment platforms and providers.
That means firms can improve their digital client experience without replacing the systems already supporting their advice business.

Frequently asked questions for accountancy firms

An accountancy firm offering financial planning typically needs technology for CRM, client onboarding, fact finding, secure communication, document management, investment data and ongoing reviews.
Moneyinfo provides the digital relationship layer connecting many of these activities into one client experience while integrating with established financial planning back office systems.
Yes.
Moneyinfo provides fully branded mobile apps and web access, allowing an accountancy firm to offer financial planning clients a digital experience under its own brand.
Clients can access investments, documents, secure messages and financial planning activity through the app.
The two services don't need to use identical systems internally to create a more consistent experience externally.
Moneyinfo can provide a shared digital destination for financial planning clients while connecting with the systems used by the financial planning team.
This helps reduce the feeling that clients have moved into a completely separate business when they begin using the firm's wealth or financial planning services.
Technology alone doesn't create referrals, but a more connected client experience can make the wider relationship more visible.
Moneyinfo can bring together a broader picture of client wealth and create structured digital journeys that support conversations about retirement planning, investments and family wealth.
Yes.
Moneyinfo integrates with systems including intelliflo office, Iress Xplan and Time4Advice Curo.
This means firms can retain the back office technology their financial planning teams already use while improving the experience presented to clients.
Yes.
Moneyinfo can create a wider view of wealth by combining managed portfolios with other financial information such as cash, property and held away investments.
This can help financial planners understand more of the client's financial circumstances.
Moneyinfo can combine configurable workflows, forms, fact finding, secure documents and client actions into one digital onboarding journey.
This reduces reliance on email attachments, disconnected forms and manual chasing.
Moneyinfo supports permissions and connected professional relationships so information can be shared appropriately.
The implementation can be configured around the roles and operating model of the firm.
No.
Moneyinfo isn't designed to replace the systems an accountancy practice uses to manage accounting, tax or practice administration.
Its role is to support the digital financial planning and wealth relationship and connect that experience to the relevant technology around it.

What Moneyinfo can do for my firm

Transform efficiency and productivity

Digitise onboarding, reviews, document exchange and recurring financial planning activity.

Enhance client experience and engagement

Give clients a branded digital experience that feels part of the wider relationship they already have with your firm.

Deliver compliance confidence

Keep financial planning communication, documents and activity within a secure, auditable environment.

Back your team with dedicated experience

Work with a team that understands financial planning processes, client adoption and the technology ecosystem surrounding advice.

Bringing your brand to life

Hear what others have to say

Neil Croxford, Tideway Wealth Management

The results speak for themselves. Within a week, over 60% of their clients had signed up for the app. Adoption is now at 91% and in the last year alone, the Tideway moneyinfo portal and app has had nearly 100,000 logins from just 800 HNW clients, over 80% of these via the app.

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Anthony Carty, Clifton Asset Management

“The proposition from moneyinfo made complete sense: API driven, plugged into our back office.
When you talk to some fairly large firms today, they're still trying to grasp the nettle when it comes to things like client portals, and here we are 10 years in.”

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James Crarer, GBIM

“We have become more efficient in delivering our quarterly valuations out to clients and this has added a significant string to our bow.
An incredibly positive element of our entire business, especially given that we are moving towards a more interactive and digital environment for our clients.”

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