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.
