burder menu bar burder menu bar burder menu bar burder menu bar burder menu bar burder menu bar
moneyinfo quotation mark icon


Efficiency

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.

mobile

Manage

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.

Mobile

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

mobile

Back Office

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

mobile

Why choose moneyinfo?

icon cleanse

Cleanse

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

icon cleanse

Comply

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

icon cleanse

Complement

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

icon cleanse

Process

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

icon cleanse

Communicate

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

icon cleanse

Automate

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

icon cleanse

Build

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

icon cleanse

Integrate

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

icon cleanse

Access

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

Make an enquiry...

Send message