moneyinfo | Game-changing wealth management software

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.

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.

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

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.

Key benefits

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

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.