February 2025 Newsletter
Welcome to the latest moneyinfo newsletter. Dive in to explore updates, events, and key insights from across the moneyinfo community.
Please click the links to jump straight to the content:
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moneyinfo 13.3 Release Date
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Women in Finance Collective - West Midlands
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March’s Friday Forum: Adviser Adoption
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Integrate to Innovative: Account Opening and Transfers event
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Advice is on the brink of a tech-driven revolution
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Davies Wealth Management 4.0: Purposeful Digitisation
moneyinfo 13.3 Release Date | Back to the top
We’re pleased to let you know that moneyinfo 13.3 is scheduled for release on the evening of 10th March 2025. During the update, moneyinfo and moneyinfo Manager may be briefly unavailable.
You might want to notify clients in advance using bulk secure message or the notifications feature—if you need any help with this, our support team is on hand and can be contacted on 03303 600300.
As always, the release date is subject to successful testing.
What’s Coming in 13.3?
New Portfolio Breakdown Page in moneyinfo
Clients can now get a detailed breakdown of their portfolio with interactive charts, valuation history, performance tracking, and fund breakdowns.
Unique Logins for Clients Sharing an Email Address
Operators can now set up individual logins for clients who share an email address.
Valuation Breakdown by Account Group
Operators can now view valuations by account group, making it easier to see total holdings at a glance.
Enhanced Client & Case Timelines – Quick Actions for Faster Navigation
We’ve made timelines more interactive, so operators can take action without unnecessary clicks.
Starting Orchestration Workflows Within a Case
Operators can now add an orchestration workflow to an existing case, making workflows even more flexible.
Task Enhancements – See Linked Cases at a Glance
Operators can now immediately see which case a task is linked to, even when opening a task from a notification.
Mobile Notification Icon for Non-Mandatory Notifications
Clients using the mobile app or browser will now see a notification icon for non-mandatory alerts, keeping them informed even when not using a desktop.
MFA Setup Improvement – Preventing Lockouts
Operators can now cancel MFA setup mid-process, preventing lockouts if they don’t complete authentication.
API Enhancements – Custom Fact Find Entries
The moneyinfo API now supports POST and DELETE requests for custom fact find entries, making it easier to sync fact find data from external systems.
Women in Finance Collective - West Midlands | Back to the top
We’re thrilled to launch a dynamic new networking group for women in finance in West Midlands on Friday 28th March.
This is an opportunity for women to connect, collaborate, and champion each other in a space designed to inspire and empower.
We’re presenting this invite to women of our existing clients list as well as top professionals from fintech, consulting, financial planning, wealth management, platforms, and providers to spark meaningful connections, share bold ideas, and drive change.
Whether you’re looking to expand your network, gain fresh insights, or be inspired by fellow leaders, this is your moment to engage with powerhouse women shaping the future of finance.
Don’t miss your chance to be part of something bigger. Together, we’re building a strong, supportive, and empowering network - one that goes far beyond London.
Hosted by industry leaders:
- Tessa Lee - Founder and Managing Director at moneyinfo
- Chris Baigent-Reed - Founder at Jigsaw Tree
Arrivals and networking kick off at 8:30am.
March’s Friday Forum: Adviser Adoption | Back to the top
We had a great turnout for our Friday Forum last month! Our forums give you an amazing opportunity to learn how to use moneyinfo to support your business processes, share ideas with other moneyinfo users, and help you to unlock your peak performance.
March’s Friday Forum will be around adviser adoption. Did you know moneyinfo isn’t just for your clients? We have an amazing App which brings a range of benefits to your advisers too.
Our next discussion will explore how moneyinfo can help advisers:
- Quickly access client information - valuations, contact details, and key documents - all in one place.
- Stay connected on the go, from checking client messages to finding contact details when they need them.
- Use technology to improve client interactions without adding to their workload.
Whether you’re an adviser yourself, or you want your advisers to use and promote the app, this session will allow you to share how you use the portal to encourage adoption and hear from other firms on how they've approached it too.
Lou Wallis, Katy Hillyerd, and Joe Hogan will be hosting this session, but the floor is yours to share your use cases and examples.
Integrate to Innovative: Account Opening and Transfers event | Back to the top
We’re partnering with Woven Advice for an afternoon of insight and innovation, exploring how integrations are shaping the future of financial services.
We’ll be showcasing real-world demos alongside key industry players, including Seccl, P1 Platform, and SS&C.
With open APIs no longer being optional, digital transformation is a must. Whether you’re looking to streamline account opening, improve operational efficiency, or future-proof your tech stack, this event will give you the insights you need and answers to the challenges you face.
Expect hands-on demos, expert discussions, and a panel on compliance in bulk transfers.
Date: 6th March 2025
Venue: Everyman Cinema, Broadgate, London
Advice is on the brink of a tech-driven revolution | Back to the top
Tessa Lee, managing director at moneyinfo, recently shared her insights in her regular column, published on Professional Adviser.
In it, she explores how technology is reshaping financial advice, with advisers at the forefront of this transformation.
The world of financial advice is transforming fast. We're on the brink of what amounts to a tech-driven revolution that's shaking up how we work, how we advise and how we connect.
The good bit? It's all for the better. So, what's shaping the future of financial advice?
Read more to discover Tessa’s highlights of the trends shaping the future of financial advice.
Davies Wealth Management 4.0: Purposeful Digitisation | Back to the top
The launch of the app store in 2008 showed people how useful and innovative mobile apps could be.
Fast forward to almost two decades later, and our entire global economy wouldn’t survive without technology. When it comes to fast transactions, work out routines, or even paying for parking, technology is integrated massively into our lifestyles.
As much as this is a convenience to many areas of our lives, the financial advisory and wealth management industry still has some catching up to do.
In this article, we will explore a study from Davies: Wealth Management 4.0, and highlight how the client expectation gap is actually an opportunity for firms that want to stand out from their competitors and deliver a service that exceeds client’s expectations.
