moneyinfo | Game-changing wealth management software

A best-in-class digital platform for financial advisers and wealth management firms that combines own branded apps, secure communication, workflow automation and seamless client onboarding and reviews.
We help firms streamline operations, enhance client engagement and stay compliant - empowering them to work smart, deliver more value and unlock their peak performance.

The only limit to what it can do is you

Louise Carter The Private Office

Built to empower your business Cutting manual processes: Streamline operations and reduce costs by replacing time-consuming paper and email tasks with automated, efficient processes designed for high-net-worth clients.

Who we’re here to help

Financial Advisers

Wealth Management Firms

Platforms & Providers

Private Banks

Asset Managers

Multi-family Offices

Discretionary Fund Managers

Trusted by industry leaders

Powerful features and purposeful support

Unlock customisable tools to build stronger relationships, increase engagement, and thrive in a regulated environment. Click on any feature below to dive deeper and discover how it can benefit you and your clients.

Key benefits

Our package of performance improvements

We deliver digital relationship management tools for financial planning businesses and investment firms that's always mobile and on brand.

With our wealth platforms, you’ll experience four times as many logins as traditional web--based technology. It’s secure, too. For you, this means increased client loyalty, better profitability and full compliance confidence.

Supported by our industry-leading client team

Investment management software should be easy to implement, and even easier to use. Our team will expertly guide you through every step with one ambition - to help you achieve your client adoption targets.

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

Shaping the future of our industry

Portfolio management needs a more sophisticated and holistic approach. It’s all part of our desire to make the financial services world better.

From planners to investment managers, we’ll help you unleash opportunities that improve your business and deliver on client aspirations.

Delivering exceptional experiences

For many of the best investment management businesses in the UK and their clients, we’ve changed the way they engage in portfolio management – giving them a unique, efficient and enjoyable experience on any device.

At moneyinfo, it's about unlocking your peak performance.

Integrations list

Book a discovery call

We understand you to make sure everything aligns with your needs.

So first, book a free discovery call with one of our team to explore how our solution can help you create a seamless, impactful digital experience for you and your clients.