We focus on delivering the best client experience and can integrate with your back office and CRM giving you the flexibility to use the back-office technologies that best suit your business.
My previous portal from my CRM supplier logically made sense but in practice you soon find out the limitations.
Andrew Platt, CEO, Callisto Wealth
I was finding that I was apologising in advance of giving clients access to it. The client experience simply wasn’t strong enough and it made me nervous putting my brand on it.
Andrew Platt, CEO, Callisto Wealth
We wanted something which clients wanted to use on a day to day basis not just because we tell them to when we send them a communication.
Andrew Platt, CEO, Callisto Wealth
moneyinfo is the experience we have since put in front of our clients and you can see that the team have really thought about engaging the client first and then cleverly mapping it back to how we operate.
Andrew Platt, CEO, Callisto Wealth
We now have our own brand in the Appstores rather than having to push our clients to download an app from a brand they do not recognise.
Andrew Platt, CEO, Callisto Wealth
Your portal should provide the best client experience possible. You can hide an inefficient back-office from your clients but you can't hide from an inefficient or hard to use portal.
We integrate with Iress, Intelliflo, Curo, Pulse, Pershing, iMix and bespoke systems. Switch CRMs to suit your business without affecting your client experience.
It’s a struggle to keep your CRM database updated. We manage all your platform and provider feeds, ensuring you deliver your clients up-to-date valuations.
Your clients should download your own branded app from the Appstores, not a third-party brand they will not recognise.
Your clients need access on the devices they use everyday - their smartphone, tablets and PCs.
It must take everything away from email leaving nothing stored locally on any client devices.
It should be as easy to use as WhatsApp not more complicated than the Times crossword.
Your portal must complement the service you deliver and increase your client's financial peace of mind.
It should give your clients something they will want to use, not just an ability to view the output of your services.
Your supplier should support you with ongoing marketing materials and strategies to ensure ongoing adoption.
If its measured, its managed. Measure your ongoing adoption and fine tune your communications to ensure frequency of login.
Select a supplier who can bring new ideas to improve your operating model like onboarding, client reviews and rebalancing.
Select a service provider whose business is 100% focused on client portals.
Easy to use, secure GDPR compliant privacy controls giving your clients confidence to upload their own data.
Be confident in your choice and roll out a client portal you are proud of.
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