Give families a digital experience that reflects your brand and your service model.

Moneyinfo provides a fully branded client portal and mobile app that becomes the digital front door for your family office. Each family has a secure, personalised space to view consolidated wealth, access documents, complete tasks and stay connected with your team.

For multi family offices managing multiple relationships and structures, this creates clarity and consistency without relying on email or fragmented tools. Clients know where to go, and your team stays in control of the experience.

Automated reporting across platforms, structures and asset types.

Multi family offices often manage wealth spread across multiple custodians, platforms and ownership structures. Moneyinfo brings this data together into a single, coherent view through direct integrations with leading investment platforms, DFMs and third party portfolio management systems.

Automated data feeds allow your team to deliver consistent, timely reports without relying on spreadsheets or rekeying. This improves accuracy, reduces operational risk and gives families confidence in the information they receive.

Streamline onboarding without compromising governance or client experience.

Moneyinfo supports efficient onboarding and periodic reviews through a fully customisable KYC process designed for complex family office environments. Information collection, document sharing and approvals are managed in one secure workflow rather than fragmented email chains.

By integrating with upstream investment platforms and portfolio systems, onboarding data flows naturally into reporting and servicing processes. This reduces duplication, shortens onboarding timelines and gives your team a clear audit trail from day one.

Replace email with secure, structured collaboration.

Family offices handle highly sensitive information. Moneyinfo provides secure messaging and permission based document sharing so information is only visible to the right people, at the right time.

All activity is tracked, creating clear audit trails across communications, uploads and approvals. This supports strong governance while making it easier for families and internal teams to collaborate efficiently.

Deliver a consistent experience as relationships grow more complex.

As families expand across generations, expectations increase and servicing models become harder to manage. Moneyinfo gives multi family offices a scalable digital framework that supports different client needs without increasing operational overhead.

Automated reporting, structured reviews and centralised communication help maintain a consistent standard of service, even as family structures and requirements evolve.

A digital relationship layer that connects your platforms, not replaces them.

Moneyinfo is designed to integrate with the systems multi family offices already rely on. By connecting investment platforms, product providers, DFMs and portfolio management solutions such as Third Financial, IRESS, Pulse, Pershing and IMiX, Moneyinfo acts as the connective layer across your technology stack.

This approach avoids disruption, reduces manual work and ensures your firm remains flexible and future ready as technology and client expectations continue to change.