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Newsletter March 24

The January 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:

If you haven’t already: Please update your company information

AdviserTech LIVE 10

Research paper: Digital Services in Wealth Management

Join us at the Adviser 3.0 event in May


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moneyinfo client info update


If you haven’t already: Please update your company information | Back to the top

As part of our commitment to providing excellent service, we periodically review our records to ensure accuracy and relevance. This also aligns with our FCA regulated status and GDPR obligations.

If possible, we kindly request your assistance in updating your information using the following link. It is possible this email has been sent to more than one recipient, however, we only need this to be completed once.


Please rest assured that your privacy is of utmost importance to us, and any information you provide will be treated confidentially. We understand that circumstances change, and we want to ensure that our communication remains relevant and tailored to your needs.
Alternatively, feel free to contact our dedicated support team at support@moneyinfo.com if you have any questions or require assistance.

Thank you for your continued partnership with us. We value your feedback and look forward to working with you over the coming years to support your business.


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moneyinfo client info update

AdviserTech LIVE 10 | Back to the top

Have you signed up AdviserTech LIVE 10 yet?

From platform to clients: The power of straight through processing

📅 Thursday 18th April 10:00 - 11:20

Straight-Through Processing (STP) significantly lowers operational risk by reducing manual interventions, thus minimising errors and delays.

At AdviserTech LIVE 10, we will be discussing how giants of the platform industry are collaborating with moneyinfo to drive tangible and measurable time and cost savings for every stakeholder in your business.

Whether you run a small financial planning practice, regional or large scale wealth management business, AdviserTech LIVE will showcase best of breed solutions to suit all operating models.

Learn how to leverage the power of straight through processing to deliver improved profitability, increased client loyalty and compliance confidence.




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Research paper: Digital Services in Wealth Management | Back to the top

We have partnered with Compeer to produce a new research report that looks at whether the trend for increased tech spend from advisers and wealth managers is meeting high net worth clients’ expectations of digital services.

The report's topline finding is that as digital services increase, so do the expectations of clients and that while most wealth managers and IFAs offer a portal, HNW investors are starting to expect much more than this when reviewing the services offered by an IFA or wealth manager.

Digital Services in Wealth Management is the combination of an online survey with 515 high net worth investors and Compeer’s in-depth business performance benchmarking survey. The investor survey was conducted in December 2023 and all respondents had £250k to over £1m of investable assets and an existing relationship with either an IFA or wealth manager.


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Join us at the Adviser 3.0 event in May | Back to the top

Adviser 3.0: The unmissable event for financial planners

📅 16th May 2024 | Magazine London, SE10 0JH

We're a partner at Adviser 3.0, where you can expect dynamic and inspiring keynote speakers, full throttle panel sessions and cutting edge tech demos.

At Adviser 3.0 you can expect dynamic and inspiring keynote speakers, full throttle panel sessions and cutting edge tech demos.

Keynote and Q&A with renowned entrepreneur Deborah Meaden and the first ever UK live appearance of ‘Traction’ author and business growth guru Gino Wickman.