How we cleanse your data and keep it up to date for you automatically.
With Moneyinfo, we take data from multiple different sources. This is really important so you’re presenting to your client the most up-to-date and accurate information that you can within the technology. The daily feeds run overnight and we might also overlay that with platform data from different sources. All the way through, the data is maintained, updated, and when your clients are logging in, they’re seeing the most up-to-date position that they can associate their own assets with, their own bank accounts with, so when they’re logging in, they’re logging into one place and seeing a total view of their entire portfolio.