June 2025 Newsletter

Thanks to everyone who joined us at the moneyinfo Annual Client & Partner Forum. It was a lively, honest, and inspiring conversation on the future of advice and what’s possible when technology, people, and partnerships come together.

One of the highlights was the panel session: “Ecosystem in Action: Powering Advice Through Partnership,” led by Caroline Deutsch (SEI).

The day included some brilliant insights on how integrations and partnerships are going to shape the industry in the coming years.

We heard from industry-leading figures including:

• Ola Abdul (Fundment)
• Joseph Williams (ZeroKey)
• Tom Dunbar (Transact)
• Nicky Sevel (Woven Advice)
• Craig Hendry (Johnston Carmichael Wealth)

If you missed this year’s client & partner forum or want to revisit the day, you can catch up on all sessions and discussions right here.

Watch on demand

Our Friday Forums are open sessions designed to bring firms together to share, learn and get more from moneyinfo. Whether you're new to the platform or looking to take things further, it's a chance to hear how others are approaching key challenges and to ask your own questions in a relaxed, collaborative space.

We’ve just announced our next series of forums, running from July through to December, covering a wide range of topics that reflect the conversations we know firms are already having.

Here’s what’s coming up:

• July: How Firms Use Data from moneyinfo to Better Understand Client Engagement
• August: Workflows - Streamlining Processes and Driving Client Engagement
• September: Empowering Advisers on the Go: A Deep Dive into the MIM App
• October: Leveraging Integrations to Maximise Client Engagement & Operational Efficiency
• November: Supercharge Your Digital Client Experience
• December: Open Forum

Each forum is hosted by Lou Wallis, Katy Hillyerd and Joe Hogan, but the floor is yours. It’s all about sharing real use cases, practical examples and ideas you can take back to your business.

View all dates

Whether you’ve been with moneyinfo for 10 years or you’ve freshly implemented moneyinfo, there’s always something to learn.

This webinar is a practical walkthrough of how firms are using digital workflows, Smart Search and automated onboarding to reduce admin, stay compliant and deliver a smoother experience for clients and staff alike.

Join Imran and Ben for a collaborative session designed for both existing and potential clients. You’ll see real examples of what’s working, explore new features, and pick up ideas to bring back to your firm.

We encourage you to turn your camera on and get involved. These sessions work best when we share, ask questions and learn from one another.

Register here

We’re pleased to share that moneyinfo 14.0 was successfully deployed yesterday evening. This release brings a range of enhancements designed to make your workflows even smoother, enhance your client experience, and give you greater control over how your business communicates.

A lot of work goes into each release of moneyinfo, but, as always, you are at the heart of this, and we thank you for your feedback and ideas for enhancements and new features.

If you have any questions, need help, advice, or training on any of the functions within moneyinfo, please get in touch with our Support Team on 03303 600300, and we can arrange a meeting with you.

Download release notes

We’re thrilled to share some great news from the moneyinfo team. Florence Govier, our experienced Business Analyst, has been promoted to Product Manager.

It’s a well-deserved opportunity and a great example of how important it is to give people the chance to grow and shape their careers. That’s something we really believe in here at moneyinfo.

How are you helping your team stretch themselves and take that next step?

For us, it’s all about living our Together value. Supporting each other, encouraging ambition, and creating a culture where talent can thrive.

Congratulations, Flo, we can’t wait to see what you bring to the role.

Check out our jobs

What does good really look like when it comes to client experience? For Tideway, it meant moving away from a custom-built portal that had become clunky and difficult to scale, and shifting towards something that gave them configurability, simplicity and impact.

In this new video case study, CEO Neil Croxford shares how Tideway used moneyinfo to consolidate client communications, streamline quarterly reporting and fully integrate with Salesforce.

They’ve since delivered over 6,000 documents automatically, seen 91% client adoption and recorded nearly 100,000 logins from just 800 HNW clients.

The switch helped internal teams become more efficient, while offering clients a personalised, mobile-first experience that actually gets used.

Watch case study

We’ve teamed up with ZeroKey to make accessing and using client data easier, faster and more flexible than ever.

The new integration means advisers can access and re-use client information held within the moneyinfo portal in real-time, across a wide range of third-party systems, platforms and tools - eliminating the need for manual rekeying and driving immediate productivity gains.

Cleansed data within moneyinfo, automatically updated for advisers from their back office, platforms and providers is available to use in any application that accepts cut and paste functionality, saving hours of rekeying and significantly reducing errors.

What’s more this functionality is available on the free version of Zerokey, a simple tool that helps advisers be more efficient.

With the paid subscription, advisers can take advantage of powerful quick-action workflows, digitising onboarding, automating fact finds, and pushing KYC and other client data directly into third-party systems with just a few clicks.

For firms still wrestling with clunky processes and disconnected systems, this is a light-touch solution that delivers immediate efficiency without major upheaval.

See how this partnership is helping firms work smarter with the full Money Marketing article:

Read the full article

Interested in finding out how to put ZeroKey into practice with moneyinfo? Watch how to integrate moneyinfo with ZeroKey:

Watch the video

We recently gave a first glimpse of our new brand. It’s bold, confident and designed to reflect the next chapter in our journey.

We’re delivering more than just a visual refresh. As our product evolves and the firms we work with push for more, we’re updating how we present ourselves – including our language, with a new strapline and a renewed focus on what really matters.

The rebrand reflects a shift. From evolving features to evolving outcomes. From better tools to delivering peak performance for your business and your clients.

More to follow very soon. Watch this space!