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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

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.

What we do

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 and adviser portals 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

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. This will ensure you achieve your client adoption targets using wealth management software.

And we include ongoing support and training for the lifetime of your partnership with moneyinfo.
Join us in shaping the future of financial services.

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

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.

Key benefits

Join over 180 forward-thinking firms

Barnaby-Cecil-Financial-Planning-logo Equilibrium-Financial-Planning-logo insight-logo Lomond-Wealth-logo O-IM-logo Old-Mill-logo Progeny-back-logo RC-Brown-logo Thanks-Wealth-Planning-logo The-Private-Office-logo Town-Close-logo WKM-Wealth-logo

Book a personal demonstration

We're on a journey to reshape financial planning software, wealth management platforms and tools, and the entire industry to move wealth portals forward.

Come aboard and let's make the world of financial services more efficient, together.


Integrations list

Intelliflo logo Seccl logo iress xplan logo Nucleus logo Transact logo Time4Advice logo Novia logo Parmenion logo