Secure messaging documents and electronic signatures.
Communicating with your client securely is really important, and using Moneyinfo is also really easy. You can deliver a secure message to your clients. You can deliver a document to your client, and you can also request an electronic signature. You can do this on a client by client basis, but you can also do it to a group of clients where required. All the time, the security is maintained, and the client will receive notifications telling them there’s something waiting for them to read or action.