Newsletter April 24
The April 2024 edition of the moneyinfo newsletter is ready and waiting for you. Fill your boots with the latest exciting updates from across the business here at moneyinfo HQ over the past month.
Please click the links to jump straight to the content:
➔ User Forum 2024: Registration now open!
➔ 12.3 Release Video and Training Webinar
➔ Timeline Adviser 3.0 event – Join us on 16th May
➔ Systems In The City Award nomination
➔ Wolf Run Spring 2024 for Mind UK
➔ Evotra secures accredited implementation partnership
User Forum 2024: Registration now open! |
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Join us for our annual User Forum on the 20th June at SEI London to learn how your platforms, back-office and portal are working together to power the digital transformation of your business.
From straight-through processing to predictive analytics, AI is not a distant dream but a tangible reality with moneyinfo, ensuring that your firm is not just part of the future but actively shaping it.
Special Insights from Our Experts: AI in Action
Prepare to be inspired by Managing Director Tessa Lee and Product Owner Ryan McCarthy as we showcase how Microsoft Copilot and other AI technologies can transform your client interactions, streamline your operations, and unlock unprecedented levels of efficiency and customisation.
12.3 Release Video and Training Webinar | Back to the top
We are pleased to confirm that the deployment of moneyinfo 12.3 was completed yesterday which brings several new exciting enhancements.
To register for our live training session on 9th May 2024 which will go through the changes please click below.
Here's a high-level overview of what's included, and full details are included in the release notes below.
- 2-way Integration with intelliflo office
- Improved Client Search
- Enhanced Password Security Update
- Introducing "Visit Clients" Operator Role
- Client Document Upload Notifications in MIM
- Improved Document Management
- Workflow Enhancements Pilot
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.
Check out the release video above.
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 training session with you.
Timeline Adviser 3.0 event – Join us on 16th May |
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We're excited to announce
moneyinfo
is exhibiting at
Timeline
Adviser 3.0
: Change Agents 2024 offers an energised and upbeat environment for financial planners and their teams to hear cutting-edge thinking from the best and brightest in the industry and beyond. Be entertained, educated and inspired to drive your business forward in one action-packed day.
Drop by the
moneyinfo
exhibition stand on 16th May to learn why we're more than just a client portal, we're a better way of doing business!
Systems In The City Award nomination |
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Exciting News! moneyinfo has been nominated for three categories in the 2024 Systems in the City Awards:
- Mobile Experience for Private Clients
- Client Online Application
- Digital Wealth Management
Your experiences with moneyinfo are invaluable and can help us in recognition of these prestigious awards. If we’ve made a difference in how you manage wealth and engage with clients, you can submit a client endorsement below.
These nominations are a testament to our dedication to advancing financial technology, creating tools that not only meet but exceed the needs of modern financial advisers and their clients.
Winners will be announced on Thursday, 20th June, at the Merchant Taylors' Hall. Good luck to everybody attending, and all other firms and individuals who have been shortlisted!
Wolf Run Spring 2024 for Mind UK |
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Well done to team members of moneyinfo who completed The Wolf Run Spring 2024!
Josh, Jessica, Laura, Sophie and Ben all participated in the 10km multi-terrain obstacle course, in aid of Mind UK, a charity that meant something to each team member individually.
Thanks to all those who contributed to this cause, you helped to smash the target, raising £745 of the £500 goal!
Why Mind?
Mind provides invaluable support and resources for those affected by mental health issues, offering a lifeline to thousands across the UK. With mental health awareness more important than ever, your contribution can make a real difference in ensuring that Mind can continue its crucial work.
There's still time to donate, click below for more info.
Evotra secures accredited implementation partnership with client portal provider moneyinfo |
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We're excited to announce our latest implementation partnership with Evotra, marking a significant leap forward in our mission to revolutionise client engagement for wealth management firms.
This collaboration enables us to extend the reach and impact of our state-of-the-art client portals, ensuring that firms of all sizes can seamlessly integrate these tools, regardless of their existing back-office or CRM systems. This implementation partnership is a testament to our commitment to driving the wealth management community forward, making sure our clients not only keep up but lead the way in innovation and client service.
