As your thoughts begin to focus on a return to the office, take time to consider how to lock-in those efficiency gains made during lockdown so your business returns stronger, leaner and fitter. Call us to find out how.
It’s a much better client experience. We recently onboarded a new client from Australia, including completing his SIPP application within 24 hours which was absolutely fantastic and would have taken weeks before moneyinfo.
Andrews Gwynne, Private Wealth Management
Traditionally, we communicated with clients through post and email. That wasn’t secure, so we decided to introduce the moneyinfo portal as the standard way of communicating with clients. We prefer sending the correspondence through the portal including quarterly reviews, suitability reports, newsletters and factfinds.
Equilibrium Asset Management
We are offering clients something special which differentiates us… what we have saved on postage and printing has already covered our annual licence fee, regardless of all the other benefits.
RC Brown Investment Management
