January 2025 Newsletter
Welcome to the latest moneyinfo newsletter. Dive in to explore updates, achievements, and new faces from across the moneyinfo community.
Please click the links to jump straight to the content:
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Friday Forum is back for 2025!
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Register now: Transforming Workflows with Transact & moneyinfo Webinar
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Clifton Asset Management 2024 Achievements
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Welcome to the Team – Senior Developer and Head of Client Services

Friday Forum is back for 2025! | Back to the top
Our Friday Forums are back for 2025, continuing the momentum we built last year with these popular sessions. They’re an opportunity for our clients to share ideas, exchange best practices, and discuss how moneyinfo can support your business processes and help you unlock your peak performance.
These monthly forums are designed to be a space where your voice is heard. From exploring new features to discussing the future of client and adviser portals, the topics will reflect what matters most to you. You’ll also have the chance to connect with members of the moneyinfo Crew and guest speakers who can share valuable insights and experiences.
We’re excited to build on the success of 2024 and look forward to seeing even more of our community join the conversation in the months ahead. Keep an eye out for the email inviting you to next month’s Friday Forum. We’d love to see you there!

Register now: Transforming Workflows with Transact & moneyinfo Webinar | Back to the top
Transforming Workflows with Transact & moneyinfo
We’re hosting a virtual session on Tuesday, 11th February, from 10:00 to 11:00 AM, focused on how moneyinfo’s integration with Transact supports advisers in streamlining workflows and improving client engagement.
This session will include a live demo of moneyinfo in action, practical examples of how the integration reduces admin and keeps clients engaged, and an interactive Q&A to explore future development ideas.
If you’d like to join, simply register below. Spaces are limited, so sign up soon!
moneyinfo’s integration with Transact to simplify document delivery
If you’ve been exploring ways to streamline client communication, don’t miss our article on how moneyinfo’s integration with Transact simplifies document delivery. By automating previously manual processes like sending valuation reports and statements, this integration not only saves time but also enhances the overall client experience.
You can read the full article, as featured in Financial Planning Today, IFA Magazine, and Money Marketing, below.

Clifton Asset Management 2024 Achievements | Back to the top
Celebrating Results
We couldn’t think of a better way to kick off 2025 than by celebrating some incredible achievements from Clifton Asset Management Ltd and their client portal, MyViewpoint, throughout 2024.
At moneyinfo, we’re all about helping firms deliver better service, smarter processes, and stronger client relationships. And Clifton’s results last year show exactly what’s possible with the right tools in place.
By sending over 12,000 secure messages through MyViewpoint, they’ve made communication faster, simpler, and more efficient.
66,000 documents shared digitally is not just a win for their team, but for the environment too, saving both time and resources.
Welcome to the Team – Head of Client Services and Senior Developer | Back to the top

New Starter: Head of Client Services
With a career built on delivering results and building lasting relationships, Joe’s values neatly align with that of moneyinfo, prioritising client-first approach to service.
Joe is a client services expert who combines strategy, attention to detail, and a collaborative mindset to deliver exceptional results. With a wealth of experience, he turns even the most complex challenges into smooth, successful solutions.
Here’s a little more about Joe:
Q:
Which aspect of your new role are you most excited to dive into?
A:
We have a lot of exciting clients, some of which are yet to tap into the full potential of what moneyinfo has to offer. I'm really looking forward to supporting the team in helping our clients, and their clients, in realising that value faster.
Q:
What inspired you to join moneyinfo in particular?
A:
moneyinfo is in a great position where a. the product and the team are well respected across the industry and b. the product's potential continues to evolve. There is a huge ambition to grow the business and continue to reinvest that growth in the roadmap, providing an outstanding DRM to the market. This is going to be a really interesting year (and more) for the business.
Q:
What do you love to do outside of work to recharge?
A:
You will mostly find me outdoors. Walking, hiking, running - anything that gets me out into nature. Feeling that warm fuzzy wholesomeness and being as present in the moment is super important to me.

New Starter: Senior Developer
We’re excited to welcome Vincent Cheesbrough, our new Senior Developer, to the moneyinfo team!
Vincent is our multilingual genius, in coding language that is! A true coding polyglot, Vincent’s passion for tackling challenges make him a fantastic addition to the team.
Here’s a little more about Vincent in his own words:
Q:
Who has had the biggest influence on your career journey so far?
A:
Kent Beck, Author and key contributor to the development of the Agile software movement.
Q:
What’s your go-to strategy for tackling a challenge at work?
A:
Decomposition.
Q:
If you had to pick one superpower to help with your job, what would it be?
A:
Time travel.
We’re thrilled to have Joe and Vincent on board and can’t wait to see the expertise and creativity they bring to the team!