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Data Aggregation II

Alongside data feeds from product providers and platforms, how else does Moneyinfo aggregate data?

Moneyinfo aggregates data from all of the major UK platforms and providers that you may use to give your client a picture of the investments, savings, pensions and assets that you manage for them. But if your client has other accounts or investments that you don’t look after for them, they’ve got the ability to add those themselves onto your portal. We can aggregate data from bank accounts, credit cards, store cards, investments platforms, pension providers, so that your client and you can build up a complete picture of their entire financial life.