moneyinfo client portals are accessible via dedicated smart phone apps, making it easier than ever for your clients to access their finances in even more places, and in even more ways.
Imagine being able to give your clients the ability to access all of their financial data, on the move, 24/7... The freedom this would give them, and how this could revolutionise your relationship with them. Not only will they be able to access their investments and pension and general savings portfolios, but also other aspects of their wealth like property valuations, credit cards, bank statements, insurances and paperwork. Documentation can be stored against the things it relates to.
So if they have a bump in their car, they can access their insurance documentation on the side of the road. If they have an emergency at home, their home insurance contact details are readily accessible at the click of a button. You can be there for them without being there and for the things you haven’t necessarily advised on.
Our moneyinfo mobile apps allow your clients to do all of this and more... all under your own brand.