Newsletter December 2024

As we draw 2024 to a close, one thing is clear: it’s been a year of collaboration, progress, and delivering what truly matters. Whether it’s improving our products, strengthening partnerships, or refining the way we work, every step has been about helping firms to unlock their peak performance.

We’ve listened carefully—to clients, to partners, to each other. That feedback has shaped the year’s successes, from impactful enhancements and growing platform partnerships, to smarter processes and an even stronger focus on client outcomes.

It’s not just about change for the sake of it. Every improvement, big or small, has been designed to make a real difference: transforming efficiency, enhancing client engagement, and making life easier for the firms we work with. As you read on, you’ll see how each team has played its part - and why we’re excited for the year ahead.

In lieu of sending Christmas Cards this year we'll be making our annual £500 charity donation to charities nominated and voted for by our staff. More details on our Linked profile this Friday!

Our relationship with you - and yours with your clients - is the most important thing. So a big thank you to all of you for being part of our journey this year.

Here’s to an even brighter 2025. Wishing you all a very merry Christmas.

Bold, Trusted, Together… We are moneyinfo!

This year, we’ve focused on delivering what truly makes a difference for firms and their clients!

We’ve dedicated time to understanding which developments would have the biggest impact for our clients and end investors. Whether through regular calls with the Product Owner (me!) or other members of the wider team, meaningful discussions in our user groups, or showcasing ideas and gathering feedback during our Summer User Forum, these conversations have been invaluable to shaping the development of the product. They’ve directly helped to shape our 2025 roadmap, ensuring we will deliver updates that are both practical and impactful.

One standout example this year is the growth of Task Management in moneyinfo Manager. In November alone, over 850 tasks were added by firms, highlighting its growing value and adoption.

We also recognise how important the user experience is across both MI and MIM. This year, we’ve introduced a range of small but powerful enhancements that make the platform easier to use for both you and your clients.

Updates like adding first names to client searches, notifications for client-uploaded documents, client tags, improved bulk actions, and various UI refinements have all contributed to greater efficiency and usability. With even more being added in our 13.2 release which clients are really excited about.

2024 marked a pivotal year for new business at moneyinfo with a strategic focus on fostering deeper, long-term relationships with investment platforms including Seccl, SEI, and Transact. These partnerships are driving forward exciting projects, such as enabling straight-through processing for actions like account opening, rebalance requests, and automated document delivery.

The hard work and determination of the team to deliver on these projects has paid off with a number of high-profile firms including national consolidators, DFMs, and high street advisers, joining our growing userbase this year. By integrating these capabilities into our wider suite of Digital Relationship Management tools, fronted by our industry leading client portal, we’re helping firms achieve unparalleled levels of efficiency while helping them to unlocking their peak performance.

These platform partnerships cement our commitment and roadmap to deliver even more efficiencies for both our DFM, consolidator, and financial planning clients, and set the stage for future developments in both segments.

Our focus on nurturing platform relationships has been a standout success story in 2024, and has laid the foundations for even greater growth and innovation as we move into 2025.

As 2024 began, moneyinfo was known for delivering game-changing client engagement through our client portal technology. Our focus was clear: empowering financial planners and wealth managers to deliver standout client service with apps that modernised digital engagement.

This year however has seen an evolution of our offering. Through a recently completed repositioning project, we are evolving the moneyinfo product from being perceived as ‘just' a client portal provider to leading the charge in Digital Relationship Management (DRM). By showcasing how our technology enables firms to unlock their peak performance, we are positioning ourselves as a leading provider of best-in-class financial technology that drives operational efficiency and transforms productivity.

This repositioning has already begun reshaping how we are viewed by firms and their clients alike. It’s opened the door for us to stand confidently alongside technology suppliers in the investment management space including InvestCloud, Objectway, and Dorsum in the space, whilst offering a best-in-class DRM solution which complements a firms existing practice management system.

As we look ahead to 2025, our refined focus on Digital Relationship Management ensures we’re ready to cement our place as a key partner to ambitious, forward-thinking firms—offering the tools to transform not just engagement, but efficiency, profitability, and growth.

As we wrap up 2024, we want to share the incredible journey we've had with you, our valued clients. This year has been a testament to the power of collaboration and innovation. We've had the privilege of working alongside both new and long-standing clients, aligning with your strategic visions and enhancing your tech ecosystems.

Our mission has been to drive efficiency and effectiveness in every partnership, and we're proud of the strides we've made together.

One of the most exciting aspects of this year has been the return to more in-person interactions. From hopping on planes, trains, and hitting the road, we've travelled far and wide to establish regional user groups, visit your firms, and conduct engaging workshops.

These face-to-face meetings have been incredibly productive, allowing us to deepen our relationships and deliver tailored solutions that truly make a difference.

As we look forward to 2025, we are eager to continue this momentum. We would like to take this opportunity to let you know that we want to hear from you, whether you're interested in a meeting to discuss your strategic goals, exploring how we can support your initiatives, or ramping up your portal use, we're here to help.

Let's make 2025 a year of even greater success and innovation.

Thank you for your continued trust and partnership.

We've made notable progress in 2024 by streamlining our delivery processes, and our focus on this will continue in 2025. This year, the team has enhanced our release procedures by incorporating more automation, leading to more consistent and reliable results. By reviewing and refining our processes, tools, and technology, we've achieved significant improvements.

Additionally, our QA team has integrated test automation into our development lifecycle, enabling us to test more scenarios across various configurations and providing greater confidence with each release. While there's still more to accomplish in 2025, this work is already benefiting our quality assurance efforts.

Since our full migration to the cloud in 2023, we've been advancing our IT roadmap, focusing on leveraging native cloud technology to enhance our infrastructure's security, performance, and scalability. Standing still means falling behind, so we maintain a long-term commitment to these improvements and will continue to communicate our progress next year and beyond.

Since the beginning of 2024, we welcomed some new members of our Support team who have evolved remarkably, transforming from relatively new university graduates into a confident and professional team. This growth has been driven by a range of targeted training opportunities designed to upskill all of our staff.

We have introduced a range of opportunities to enhance industry knowledge for our Support team, as well as a number of invaluable workshops provided by our dedicated clients and partners – a big thank you to the McKnight Group and the Verve Group for sharing their knowledge and expertise with us!

In addition to this, we have received tailored mentoring from Quadrant Learning Solutions that has sharpened our ability to deliver excellent client service.

We have improved our reporting and adoption statistics, meaning that we can easily identify key areas for improvement which we share with our clients to help drive efficiencies through their businesses.

By embracing continuous change and learning, we have strengthened our expertise, that will continue to enable us to better support our growing client base as we dive into 2025!