How to fully automate your reporting.
For wealth management firms, MiFID II brought in requirements to report more regularly to your clients, be that quarterly portfolio valuation or performance reports, or notifications about changes in a client’s portfolio. Moneyinfo can really help with this. We have a fully automated reporting process that enables us to collect a set of reports for each of your individual clients and deliver them securely down to your client portal.
Your client receives a push notification on your branded Moneyinfo app, and they can log in and view that report at their leisure. It’s safely delivered and alongside that, we give you information about which reports have been delivered to which clients, and most importantly, whether they’ve been opened.