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A secure portal to communicate with your clients and share and sign paperwork will speed up onboarding, client reviews and rebalancing from days to minutes leaving you both more secure and efficient.



Our comprehensive portal management ensures that you and your teams have complete control over your moneyinfo service. From on-boarding your clients, to managing custom content to secure communications and much more.


Give your clients access to your service on their smartphones and tablets so they can interact with you from any place at any time.


Back Office

Probably the most important consideration is to have a portal that is not tied to your Back Office or CRM supplier.


Why choose moneyinfo?

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Outsource the management of your data to us and we'll provide you with a clean, refreshed and up-to-date client data.

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GDPR compliance and MIFID II reporting are so much easier with moneyinfo. Let us show you how.

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Moneyinfo complements your investment in technology, making your existing systems more efficient.

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Super-charge your business processes for on-boarding, client servicing and estate planning.

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Customisable, templated, timely and branded communications scheduled and sent to drive adoption.

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Automate the delivery of your reports with configurable filing, delivery, notification and monitoring.

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Build a relationship with your client’s children by helping them manage their finances through your app.

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Data downloads, contract enquiry, API and SSO makes integrating moneyinfo into your infrastructure painless.

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Your data in moneyinfo is your data. Access it and use it to measure and improve your services.

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