Professional Trustee Firms

The secure digital layer around your trust administration

Professional trustee relationships are complex.

One relationship can involve multiple private clients, trusts, companies, beneficiaries, settlors, protectors, investment managers, accountants, lawyers and other professional connections. Each may need access to different information, documents and actions.

Moneyinfo provides a secure digital layer around the systems you already use, helping you manage how people interact with your firm without replacing your core trust administration technology.

Bring secure communication, document sharing, approvals, workflows and client access together in one branded digital environment.

Unlock your peak performance by making complex relationships easier to manage.

Book a discovery call

How Moneyinfo helps professional trustee firms

Create a digital environment for trustees, beneficiaries, family members and professional connections.
Moneyinfo supports linked individuals, trusts, businesses and professional relationships, helping firms manage complex structures without treating every person as an isolated client.
Complex relationships need more than a basic document portal.
Control access so different individuals and professional parties can see the information, documents and actions relevant to them.
This helps firms collaborate more effectively while maintaining appropriate boundaries around sensitive information.
Trust relationships generate significant volumes of confidential information.
Moneyinfo provides secure messaging and document sharing in a controlled environment, reducing reliance on email and creating a clearer record of communication.
Reviews, information requests, document approvals and other recurring activities can involve significant administration.
Moneyinfo can turn these into structured digital workflows, giving clients and professional connections clear actions while providing your team with visibility over progress.
Know when documents have been delivered, accessed or approved.
Messages, documents and client activity contribute to a clear digital record, helping your team demonstrate what happened, when it happened and who was involved.
Moneyinfo isn't designed to replace trust administration, entity management or accounting systems.
It provides the client and intermediary engagement layer around your existing technology, helping you improve the digital relationship without rebuilding the systems that already run your business.

Frequently asked questions about family office technology

A professional trustee client portal is a secure digital environment where trustees can communicate with beneficiaries, clients and professional connections, share documents, manage actions and provide access to relevant financial information.
For complex trust relationships, a portal needs to do more than simply store files. It should support multiple people, entities, permissions and recurring processes around the same relationship.
Moneyinfo is designed to provide this secure digital relationship layer around a firm's existing systems.
Yes.
Moneyinfo can link clients, partners, dependants, trusts, business accounts and professional connections, helping firms reflect relationships that extend beyond one individual.
Different users can be given appropriate access based on their role in the relationship.
Moneyinfo provides secure communication, document sharing and controlled access within one digital environment.
This allows trustees to keep beneficiaries, investment managers, advisers, accountants, solicitors and other relevant parties connected without relying on long email chains or disconnected file sharing services.
Many recurring trustee processes involve requesting information, distributing documents, chasing responses and recording activity.
Digital workflows can structure these processes, assign actions and provide greater visibility over what remains outstanding.
Automated document delivery and secure digital communication can further reduce routine administrative work.
Moneyinfo records activity across secure messages, documents and workflows.
Firms can see when information has been delivered and accessed, creating clearer evidence around client and professional interactions.
No.
Moneyinfo isn't intended to replace specialist trust administration, accounting or entity management technology.
Instead, Moneyinfo can provide the secure client and intermediary engagement layer around a firm's existing operating environment.
This allows the underlying administration system to continue doing what it does best while Moneyinfo manages more of the digital interaction surrounding the relationship.
The exact integration approach depends on the firm's existing technology environment and requirements.
Yes.
Moneyinfo is well suited to professional trustee firms managing complex relationships involving multiple individuals, entities, investment providers and professional parties.
This makes it particularly relevant to trust and fiduciary businesses in Jersey and Guernsey looking to modernise client engagement while retaining specialist administration systems.
Yes.
Moneyinfo provides fully branded mobile apps alongside web access, giving authorised users a secure way to access relevant information, documents, messages and actions wherever they are.
Moneyinfo can support structured review journeys through configurable forms, workflows, secure document collection and client tasks.
This gives firms a way to gather and refresh information digitally rather than managing every review through email, spreadsheets and manual chasing.
No.
Moneyinfo is particularly powerful wherever financial relationships involve multiple parties, sensitive information, recurring processes and complex data.
Professional trustee businesses share many of these challenges, even though their underlying administration requirements differ from those of a traditional wealth manager.

What Moneyinfo can do for my firm

Transform efficiency and productivity

Reduce manual document distribution, chasing and repetitive servicing activity through workflows and automation.

Enhance client experience and engagement

Give beneficiaries, clients and professional connections one secure, branded digital destination for their relationship with your firm.

Deliver compliance confidence

Create controlled access, secure communication and clearer evidence of activity.

Back your team with dedicated experience

Work with a Moneyinfo team experienced in solving complex financial services workflows and integrating digital experiences around established technology.

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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