moneyinfo limited is a private fintech firm based in Henley in Arden, Warwickshire specialising in client portals and mobile apps for the wealth management industry . We are proud to work with some of the UKs most exceptional advisory businesses including Saunderson House, Aon, Prydis Wealth, Andrews Gwynne, Citywide and many more.
moneyinfo brings a client’s entire financial life including all of the associated documentation together with a single login, available on any device, regardless of the multiple investment platforms or back office systems being used by the adviser. Our software is designed to help wealth managers address the challenges of the 21st century with their own branded client portal and mobile app.
We have developed our moneyinfo client portal technology to allow aggregation of investments, insurance and pensions alongside a client’s personal finances and other assets. Our objective is to help advice firms take their propositions online and compete effectively against other digital emerging threats that aim to dis-intermediate professional advisers.
The issues : The cost of advice is too high. It is not available to the majority of the population at a price they can afford. Technology is the only solution to this problem. The answer is not to replace advisers with technology but to enable advisers to deliver advice to more people through the use of technology.
The Solution : The majority of the time spent in delivering advice is gathering data. It’s the bit clients dislike and they often fail to provide accurate information. Imagine if all clients had all their finances in one place… To find out more, sign up for one of our regular webinars here.
moneyinfo (formerly Sammedia) was the first in the UK to introduce a content management based approach to advisers’ websites, with the launch of Advisernet web builder in 2000. In 2005 moneyinfo introduced Netsite, which is now the technology behind the website services of many leading IFA groups.
In 2010 moneyinfo acquired FinQS and it's team joined the board. clientview (formerly TCF Centre) is now used by over 900 advisory firms to manage their client feedback, including Sesame Bankhall members.
In Spring 2017, the Board took the decision to rebrand the company from Sammedia Limited to moneyinfo limited. moneyinfo is our core product and is a very strong brand. The Board felt it was a natural change as in recent years the company has become better known in the industry by that name. We feel it better reflects our core values, culture and vision.
moneyinfo pioneered the client portal concept, which brings together all of a client's financial information in one place, including adviser managed products alongside personal financial information and documents. Using aggregation from platforms, providers and Yodlee, moneyinfo presents information to a client anywhere, anytime and on any device.