Wealth Managers

A bespoke, branded client portal and mobile apps for wealth managers, private banks, family offices and discretionary fund managers that's always mobile and always in your brand.

Client portals and branded apps for Wealth Managers

  • Our branded apps deliver four times as many logins as a desktop client portal resulting in markedly lowering operating costs and accelerating response times for critical client interactions like document approvals and appointment booking.

  • With seamless integration across the main investment platforms, product providers, DFMs and leading third-party portfolio management solutions including Third Financial, IRESS, Pulse, Pershing, and IMiX, we can automate your report delivery and deliver efficient client onboarding and reviews with our fully customisable KYC process.

  • Multi-currency valuations, performance reporting and a multi-generational view of family wealth delivers the information your clients want and custom content including video can reassure and inform your clients.

  • A superior experience for your clients with biometric security, secure communications and access for your introducers 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. A single login for your clients to manage and review their entire net worth together with the experience that your clients’ expect.

What Moneyinfo can do for my…

Business

Scaling your firm while delivering exceptional service shouldn't be a challenge. Automating key processes like onboarding, reporting, and compliance tracking saves time and streamlines operations.

Example features:

Clients

Keeping on top of finances is easier with instant, secure access to everything in one place. From biometric login to on-demand valuations, clients can track their wealth whenever they need to.

Example features:

Advisers

Managing clients efficiently means having instant access to the right information. From portfolios and fact finds to audit trails and client tasks, everything is available at a glance.

Example features:

Bringing your brand to life

  • laptop screen shot 1
  • laptop screen shot 3
  • laptop screen shot 4
  • laptop screen shot 5

Hear what others have to say

  • Neil Croxford, Tideway Wealth Management Case Study

    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.

    Watch here
  • Anthony Carty, Clifton Asset Management Case Study

    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.”

    Watch here
  • James Crarer, GBIM Case Study

    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.”

    Watch here

You're in good company

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

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

Get in Touch

We understand you want to make sure everything aligns with your needs. Book a free, personalised demo with one of our team members to explore how our solution can help you create a seamless, impactful digital experience for you and your clients.