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Features
Who we help
Financial Advisers Wealth Managers Platforms & Providers
Why us
Key Benefits Case Studies
Resources
Videos Integrations Support
News
Articles Podcasts Events
About
Meet the Team About us Wish You Worked Here? Careers
Book a discovery call

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Features
Who we help
Financial Advisers Wealth Managers Platforms & Providers
Why us
Key Benefits Case Studies
Resources
Videos Integrations Support
News
Articles Podcasts Events
About
Meet the Team About us Wish You Worked Here? Careers

Book a discovery call
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MORE THAN A CLIENT PORTAL
MONEYINFO IS A BETTER WAY OF DOING BUSINESS

We're on a mission to make the wealth management community be the best it can
be. By taking client engagement to the next level, one ambitious firm at a time.
Our client portal and mobile apps are the must-have technology for
forward-thinking financial advisers and wealth managers.
Watch video Get in touch
The only limit to what it can do is you
Louise Carter The Private Office
The problem we address... Financial advisers and wealth managers operate a paper
and email intensive service which is high cost, delivering complex advice to
high net-worth individuals. It is not a product driven marketplace nor is it
moving to a self-service model - advice is delivered to clients who have money
but do not want spend their time managing it. Clients want access to their data
and expect to communicate with their adviser via the technologies they are using
smartphones, tablets, PCs etc. They expect an Amazon like experience. Firms with
a moneyinfo branded app can re-engineer their business eliminating paper,
securing communications and automating everyday processes whilst reinforcing
their brand and increasing the value of their business. We do this without
disrupting your existing technologies, complementing your existing investment
and making it easy for you to benefit from a digital service channel.



LET THE NUMBERS DO THE TALKING...

180 +

IFA and WM firms supported

£1.3 BN

UK assets tracked

29 %

reduction in onboarding times

4 x

mobile logins vs desktop


WHO WE HELP

Financial Advisers

Wealth Management Firms

Platforms & Providers

Private Banks

Asset Managers

Multi-family Offices

Discretionary Fund Managers


JOIN OVER 180 FORWARD-THINKING FIRMS


View case studies


KEY FEATURES

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.

View all key features


KEY BENEFITS


ENHANCED LOYALTY

Our portal puts your clients at the heart of your proposition
Find out more Watch video


COMPLIANCE CONFIDENCE

Secure and encrypted, bringing peace of mind to your clients
Find out more Watch video


IMPROVED PROFITABILITY

Less paperwork, automated reporting and full integration
Find out more Watch video


BUILDING TOGETHER

Active collaboration to ensure we build the perfect solution together
Find out more Watch video


FUTURE READY

Constantly evolving to be the best solution, now and in the future
Find out more Watch video


WHAT WE DO

We deliver a client portal for financial advisers and wealth managers that's
always mobile and always in your brand.

Our fully branded apps deliver nearly four times as many logins as a traditional
web-based client portal. Increasing your client loyalty, improving your
profitability and delivering complete compliance confidence.


SUPPORTED BY OUR BEST IN CLASS, INDUSTRY-LEADING CLIENT SERVICES TEAM

Adviser software shouldn’t take years to implement.

Our team will guide you through every step of your implementation, to ensure you
achieve your client adoption targets.

And we include ongoing support and training for the lifetime of your partnership
with moneyinfo.


JOIN US IN SHAPING THE FUTURE OF FINANCIAL SERVICES

From a financial planner to a global wealth manager, we'll support you with your
own user-friendly wealth management app.

We’ll help you achieve your business goals, and your clients achieve their
financial goals.

And together we’ll make the world of financial services more efficient.


GAME-CHANGING CLIENT ENGAGEMENT

A unique experience that fits perfectly on mobile and web devices.

We are proud to work with some of the UK's most exceptional advisory and
investment management businesses.

Bold, trusted, together we are moneyinfo.


INTEGRATIONS LIST


View full list


BOOK A PERSONAL DEMONSTRATION

We're on a journey to reshape financial planning software, wealth management
tools, and the entire industry.

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

Book a discovery call


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 * mail@moneyinfo.com


© moneyinfo limited 2000 - 2024 registered in England & Wales No. 3508395

Registered Office - Forward House, High Street, Henley in Arden B95 5AA


FEATURES


WHO WE HELP

 * Financial Advisers
 * Wealth Managers
 * Platforms & Providers


WHY US

 * Key Benefits
 * Case Studies


RESOURCES

 * Videos
 * Integrations
 * Support


NEWS

 * Articles
 * Podcasts
 * Events


ABOUT

 * About us
 * Meet the Team
 * Wish You Worked Here?
 * Careers


BOOK A DISCOVERY CALL