May 2025 Newsletter

We recently announced our move to Passkeys – a new login method that replaces the existing PIN code and biometric logins currently set up by users within your branded app (both iOS and Android versions).

As an addition to the update to the app, it will also be possible to enable Passkeys to be used on desktop too.

Our webinar covered all areas on Passkeys. If you would like to rewatch the webinar, or read more in our full guide, head over to our Passkeys training page.

Learn more about Passkeys

Fancy joining us for a day of ideas, insight, and inspiration?

On Wednesday 25th June, we’re hosting our 2025 Client & Partner Forum at SEI London.

We’re bringing together our most forward-thinking clients, integration partners, and platform providers to explore what’s next for digital wealth management.

Our live panel discussion on 'The Future of Integrations' features some of the most influential voices in wealth tech including:

• Digital Relationship Management (DRM) – redefining how you manage and scale client relationships
• Seamless, straight-through onboarding
• Secure, compliant messaging
• Integration in action – with live demos from across our expanding ecosystem
• Real-world adoption stories and peer-led insight
• What’s coming next on the moneyinfo roadmap

Whether you're looking to embed moneyinfo more deeply into your firm, or unlock your next phase of digital efficiency, this is your chance to see what’s possible when everything – and everyone – is connected.

And of course, we’ll wrap things up with drinks and canapés on SEI’s rooftop terrace.

Spaces are limited, please contact us if you would like to attend.

Enquire here

Our vision is expanding, and so is our team!

As more firms join our mission to unlock peak performance, our team is growing with experienced individuals who bring deep industry knowledge and fresh perspective to moneyinfo.

This month, we’re thrilled to welcome two fantastic new starters.

Sally Padmore joins us as Customer Success & Support Partner. Many of our team already know Sally and the wealth of respect she commands across the industry. With over 20 years at Iress leading their Support team, Sally brings unrivalled experience that will supercharge our Support offering and strengthen the early-stage experience for our clients. She’ll be instrumental in helping firms to continue to get the best possible start with moneyinfo.

Dale Hirons joins moneyinfo as Business Analyst. Also formerly of Iress, Dale brings over two decades of technical and industry insight and will be working closely with the wider product team to shape the evolution of our product.

With over four decades of combined experience, Sally and Dale bring a depth of insight that will help us go further, faster – and keep raising the bar for our clients.

Welcome to the team, Sally and Dale.