How does Moneyinfo address concerns over security?
A client portal app like Moneyinfo has so much sensitive financial information about your clients that we must ensure that data security is really part of its DNA. It’s at the heart of what we do. There are technical things that we put in place to protect your client data – be that IP whitelisting, multi factor authentication, two factor authentication, passcode and PINs on the mobile app, and that ensures that access to the application is really protected.
Then there are more fundamental things, such as read-only access to certain data, around banking information for example, and also from a practical sense it avoids the need for your clients to be logging into multiple different applications with regards to their finances.