Financial Software: Client Adviser Portal & Account Aggregation software

Wealth Management

Multi award-winning account aggregation software, moneyinfo is the client portal that delivers clients' secure access to their entire financial life in one place all beautifully presented under your brand. Drive down your administrative overheads, comply with GDPR and be your client's go-to finance app. moneyinfo is fully branded for your business including apps for apple and android.

Workplace

Employers recognise the benefits of a workforce that is not worried about their finances. moneyinfo brings an employee's personal finances in context with their workplace savings delivering a unique app to help them make better financial choices regarding their spending, debt, savings, pensions, flex benefits and insurances.

Enterprise

Customer demand is driving suppliers to deliver ever great technology to assist with our everyday lives. moneyinfo enterprise has the components you need to enhance your digital customer service including account aggregation, automated communications, financial nudges and tools to help with GDPR such as enhanced privacy controls, secure messaging and two-way document sharing.

Don't take our word for it...

“I have to say that this is one of the more impressive pieces of kit I’ve seen in a long time.”

Mark Polson - Professional Adviser & Owner of the Lang Cat Consultancy

“A Quantum Leap in the Corporate Wrap Market.”

John Greenwood - Editor of Corporate Adviser

“Visually impactful, fun and engaging, simple but done well.”

Mark Polson - Professional Adviser & Owner of the Lang Cat Consultancy

“As fee transparency grows, there is a real need to be able to justify these fees. This kind of offering can help investment managers evidence what they charge and show clients what they are doing for them.”

Holly Mackay - The Platforum

“Employees logging in to BigBlue see a ‘My Pension’ box which does what you’d think, a ‘My Flexible Benefits’ box which also does what you’d think, and a ‘My Money' box which doesn’t. That box is the good bit.”

See the Bigger Picture

Multi award-winning account aggregation software

Wealth Management

Workplace

Enterprise

Don't take our word for it...

“I have to say that this is one of the more impressive pieces of kit I’ve seen in a long time.”

Mark Polson - Professional Adviser & Owner of the Lang Cat Consultancy

“A Quantum Leap in the Corporate Wrap Market.”

John Greenwood - Editor of Corporate Adviser

“Visually impactful, fun and engaging, simple but done well.”

Mark Polson - Professional Adviser & Owner of the Lang Cat Consultancy

“As fee transparency grows, there is a real need to be able to justify these fees. This kind of offering can help investment managers evidence what they charge and show clients what they are doing for them.”

Holly Mackay - The Platforum

“Employees logging in to BigBlue see a ‘My Pension’ box which does what you’d think, a ‘My Flexible Benefits’ box which also does what you’d think, and a ‘My Money' box which doesn’t. That box is the good bit.”

Mark Polson - Professional Adviser & Owner of the Lang Cat Consultancy

“If this is sounding quite like a properly product-agnostic corporate wrap to you, that’s what it sounds like to me too.”

Mark Polson - Professional Adviser & Owner of the Lang Cat Consultancy

“This is way cool and (so far as I know) unique in the industry.”

Mark Polson - Professional Adviser & Owner of the Lang Cat Consultancy

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