March Newsletter 2025

Our Friday Forums are always packed with ideas – and April’s session was no different. One feature that really sparked conversation was Case Management in moneyinfo Manager.

Case Management centralises all client information and activities, including Secure messages, Tasks, Workflows, Fact finds, Signature requests, Notes, and more, into one convenient place.

This feature not only ensures everything stays organised and easily accessible, while supporting audit and compliance by maintaining a detailed record of all client activities within each case.

It also streamlines your workflows. When creating a workflow, you can select the "Orchestration" option, automatically linking any tasks, fact finds, messages, or signature requests to the right case – without the manual back-and-forth.

Not using Case Management yet? Or not sure if you’re getting the most from it?

If you’d like to learn more about how Case Management can help you work smarter and unlock your peak performance, just drop us an email.

We’ll be happy show you how to get even more from your moneyinfo setup.

We would like to welcome you to our new newsletter column, 'Behind the Screens', which takes you through the community side of moneyinfo.

[Insert Joe Hogan's update here once available]

Tessa Lee, our Managing Director, recently joined 50+ senior leaders from the wealth management community at the Spring WealthTech Matters: The Business, hosted by Owen James.

It was a packed agenda, full of conversation around where the industry is heading, with a guest presentation from Tessa which you can watch in full.

The event coincided with Owen James’ latest Scene Setter Findings, research designed to provide an in-depth insight into what the wealth management community is collectively thinking, including their biggest concerns, priorities for strategic development, barriers to productivity, and intentions regarding future tech-spend.

Our article outlines how moneyinfo addresses three main priorities and helps firms achieve peak performance.

Click on the full article to learn more, watch Tessa's appearance, and access the complete research from WealthTech Matters.

Are you using the Transact consent process? We’ve streamlined one of the most frustrating pain points in adviser workflows, and the results speak for themselves.

In Woven Advice’s latest white paper, ‘Platform Switching Eats Strategy for Breakfast’, you’ll find a series of case studies exploring how leading firms are using technology to reduce friction, cut costs, and deliver better client outcomes.

We were proud to contribute a case study with Transact, highlighting how Thomson Tyndall used moneyinfo to replace manual admin with a fully integrated digital consent process. The results speak for themselves:

• 90% reduction in processing time
• Error-free submissions
• A seamless, branded digital experience
• More time for advisers to focus on client outcomes

This isn’t just about making things quicker. It’s about working smarter, reducing risk, and meeting Consumer Duty standards with confidence.

The white paper also explores the wider challenges behind platform switching, from the real cost of inefficiency to the cultural blockers that stop firms moving forward. With insights and examples from across the industry, including Timeline, Pension Lab, SS&C, and P1 Platform.

If platform switching is still a pain point, this is well worth a read.

See what’s possible when integration is done right, and discover how it can help you unlock your peak performance.

Read the full white paper here

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