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Deliver your service more effectively

How will a client portal help you deliver your service more effectively?

Using a portal like Moneyinfo is really important and it drives efficiencies through your business, not least because we reuse data from your existing back office technologies, platforms, and providers. You can automate a number of processes through the portal, such as document delivery; you can take away the paper that you’re currently sending to your clients, and deliver things more efficiently and safely using the portal. You can request things like electronic signatures and you can also reuse the data collected safely and securely from your clients in cash flow modelling and planning tools.