2024 was a year of incredible progress for Clifton Asset Management, powered by their client portal, MyViewpoint, built on moneyinfo technology.

By embracing digital transformation, Clifton has enhanced client loyalty, streamlined operations, and made a positive environmental impact.

Here are some highlights from Clifton’s  journey in 2024:

66,194 documents sent to clients

With an average of three pages per document, that’s nearly 200,000 sheets of paper saved - a stack that would stand as tall as 10 Peter Crouches.

And if we laid all those pages end to end, they’d stretch for 25 miles - roughly the distance from Bristol to Bath and back!

In total, that’s around 20 trees saved thanks to our digital document delivery.

12,035 messages sent

If every message had been sent by post, it would have cost a staggering £19,850 in first-class stamps. Thankfully, secure digital messaging keeps everything faster and simpler (saving a few quid along the way too).

1,087 individual logins issued to new users

That’s enough new users to fill two Airbus A380s—the world’s largest passenger plane—ready for take-off to financial clarity.

98,451 Individual Logins

Clifton clients logged in enough times to fill Wembley Stadium, and then some, that’s a lot of engagement!

The tip of the iceberg: moneyinfo highlights

Clifton Asset Management’s achievements highlight the incredible improvements they’ve made by embracing technology to transform their client relationships.

What makes these results even more meaningful is how they are similar to the results many other firms across the industry achieve with moneyinfo.

Analysis from a select number of key moneyinfo partner firms shows the impact of the forward-thinking advisers and wealth managers we work with:

2.8 million total logins in 2024

In 2024 the number of total moneyinfo logins was the equivalent of every single person in the entire population of Manchester logging in once every ten weeks.

1.7 million documents delivered

If Clifton’s 20 trees represent their contribution this year, they’re part of a much larger landscape - one that totals almost 550 trees saved in 2024 alone by moneyinfo client firms. And that’s just a single year; imagine the size of the forest we’ve grown together since we started.

520,000 messages sent

That’s almost the equivalent of sending a message every minute of the year. It’s also saved over £850,000 in first-class postage costs - a tangible example of how going digital can make a real difference.

18,000 e-signatures

Over a year, that’s an average of 50 eSignatures completed every day.

View the full case study with Clifton Asset Management below:

At moneyinfo, we believe the real strength of technology lies in solving real-life problems, which is why we collaborate with our clients to build features based on their feedback.

Our digital factfind tool, introduced in 2022, is a prime example of this collaboration. Now, in only its second full year since release, has already surpassed 5,000 completions in a single year - a testament to its value and usability.

We’re proud to work with some of the UK’s most exceptional advisory and investment management businesses—bold, trusted, and future-focused. So, whether you’re a wealth manager or financial planner, we’ll provide the tools and support to help you, and your clients achieve your goals. Together, we’re building a smarter, more efficient future in financial services.