More Citywire Top 100 firms choose moneyinfo to power their client experience: Here's why
For over a decade, Citywire's Top 100 has been a celebration of the UK’s most forward-thinking financial planning firms. By focusing on the value they deliver to clients, this list showcases the best of the best in wealth management.
We’re thrilled to share that an increasing number of the firms featured in this year’s Top 100 have chosen moneyinfo to drive their digital transformation.
Let’s take a closer look at how some of these standout firms are using moneyinfo to create impact:
Equilibrium
Equilibrium has taken client engagement to new heights by introducing 12 tailored ‘experiences’ designed to improve clients’ lives. From organising vital legal documents to aligning financial decisions with life goals, they’re always looking for ways to add value.
With moneyinfo, they’ve enhanced security and boosted engagement. Moving away from email, they rolled out our client portal to everyone, leading to a fivefold increase in logins within just one month. It’s proof that thoughtful innovation builds trust and strengthens relationships.
Ovation Finance
This year, Ovation Finance earned its B Corp certification, reflecting its commitment to sustainability. From choosing suppliers with low climate impact to robust recycling policies, Ovation walks the talk.
By embedding moneyinfo into every step of the client journey, they’ve created a seamless, branded experience. Secure messaging, document sharing, and account aggregation aren’t just features. They’re tools Ovation uses to make financial planning easier and more collaborative.
Progeny
Progeny’s commitment to ESG reporting and hybrid working is reshaping the industry. By providing clients with clear metrics and adopting a fully digital approach, they’re creating a more efficient and environmentally friendly operation.
Through moneyinfo, Progeny enables secure document sharing, digital signatures, and effortless communication, all while reducing their carbon footprint. It’s a modern solution for a firm with a forward-thinking vision.
Leading the way in wealth management
The firms on this list aren’t just meeting expectations; they’re exceeding them. They’ve shown that technology isn’t just about doing things faster. It’s about delivering experiences that clients expect in every area of their lives.
At moneyinfo, we’re proud to play a part in their success. Our technology provides the secure foundations firms need to build trust, drive efficiency, and deliver exceptional service.
Collaboration for the future
We know that success is a team effort. That’s why we go beyond delivering software - we deliver results. Our dedicated and experienced team works hand-in-hand with you to ensure a tailored approach that fits your unique needs.
To the firms in the Top 100 and beyond, thank you for trusting us to support your journey. Together, we’re not just keeping up with the times; we’re unlocking your peak performance.
With a people-first mindset, we’re always listening, adapting, and finding ways to help you thrive. Together, we’ll enhance efficiency, elevate client engagement, and provide the compliance confidence you need to succeed in today’s fast-changing world.
Are you ready to unlock your peak performance?
Ready to see how we can help transform your firm? Let’s unlock your potential.
To read more on Citywire's New Model Adviser Top 100 and see the full list of firms who were selected, visit here.
