Newsletter September 24
The latest 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.
Please click the links to jump straight to the content:
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CPD Certified Training Now Available!
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Don’t miss our 13.1 Release training webinar
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Transact integration: Automated document delivery
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Scheduled maintenance: 19th - 20th October 2024
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Regional User Group success
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Celebrating 3000 Linkedin followers
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Say hello to our new starter, Mack
Our Q4 Training dates, taking you all the way from October to the end of December, are now live. We encourage you to sign up to get the most out of your moneyinfo experience.
We’re also excited to announce that our Adviser App Training Session is now CPD certified.
We're looking forward to making more of our courses CPD certified, providing you with the highest quality training that enhances your skills whilst meeting industry standards.
See all of our available dates and sign up with the button below.
Don’t miss our 13.1 Release training webinar |
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Join us for our upcoming webinar on the 23rd October demonstrating the new features at your fingertips to use with the release of moneyinfo 13.1. We highly recommend joining this webinar which showcases the range of industry-leading features that form our 13.1 service release, designed to enhance your experience, and streamline your business processes.
The new Case Management feature in moneyinfo Manager centralises all client information and activities, and more, into one convenient place, including:
- Secure message
- Tasks
- Workflows
- Fact finds
- Signature requests
- Notes
📅 Wednesday 23rd October 14:00 – 15:00
Transact integration: Automated document delivery |
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We have partnered with Transact, the UK’s leading investment platform, to streamline client document delivery for adviser firms. This latest integration simplifies one of the most time-consuming administrative tasks: document delivery.
By automating the process, advisers can now deliver key client communications, such as valuation reports and statements, securely within their branded moneyinfo portal and app without manual effort. This improves compliance and operational efficiency, freeing advisers to focus on what they do best—providing expert advice.
For adviser firms, the benefits of this integration go beyond time savings. The automation of document delivery ensures accuracy, enhances security, and provides a seamless client experience—whilst reducing the risk of compliance errors. Advisers no longer need to manually manage document distribution, and instead can rely on moneyinfo’s secure platform to handle everything, from encrypted delivery to audit trails.
Our Managing Director, Tessa Lee added:
“Here at moneyinfo, we’re passionate about pushing the boundaries of technology to benefit the wealth management industry. Our partnership with Transact is a direct response to what advisers have been asking for—greater efficiency and peace of mind,
“This integration simplifies document delivery, allowing advisers to focus on their core business, knowing the technology is working behind the scenes to support them.”
Chris Riley, MD at Seventy Financial Planning said:
“We’ve saved hours of admin work thanks to moneyinfo’s automated document delivery. It has transformed our processes and vastly improved the client experience. We no longer worry about compliance or chasing documents—it’s all taken care of.”
Scheduled maintenance: 19th - 20th October 2024 |
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We are committed to continuously improving our service, and as part of our ongoing IT Roadmap, we’re making some improvements to our infrastructure.
This maintenance is planned for the weekend of 19th/20th October 2024.
As part of this process, we will be migrating data to a more efficient and scalable cloud solution. This is a routine part of our IT Roadmap and will help us to continue to meet the growing demands of the moneyinfo portal and supporting services. Rest assured, your data will remain within our secure environment in the UK throughout this process.
The new solution has been rigorously tested and we are carefully planning the migration. While we’ve scheduled a 48-hour window for this upgrade - starting from 11pm on Friday 18th October until 11pm on Sunday 20th October 2024—there is a possibility the downtime may be shorter.
During this period, a maintenance page will be displayed. We recommend notifying your clients in advance of the downtime, either by sending out a bulk secure message or using the notifications feature. If you’d like assistance setting this up, please reach out to our support team on 03303 600300.
The maintenance will impact the data feeds that are normally run first thing on a Monday morning. We have arranged for all feeds to be run during the day on Monday but it is possible some feeds will be delayed.
We’ll keep you updated as the maintenance approaches and inform you of any changes to the schedule.
Got any questions? Click below to email our support team for any queries or suggestions you may have.
Regional User Group success |
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Our Regional User Groups were a success, and were well received with great engagement from our clients.
Feedback on the product and the roadmap has been brilliant and without exception all firms who have attended are keen to extend their usage of moneyinfo and MIM.
Alex, Harry and Ben, key members of our Client Services team, were mentioned by name at every event, with clients saying that they are super helpful, friendly and professional. We want to say thanks to those who attended and gave your feedback on areas to improve, as well as encouraging our client services team with your positive words.
Bold. Trusted. Together. We are moneyinfo.
Celebrating 3000 Linkedin followers |
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This month we finally hit 3,000 Linkedin followers!
Thanks to you, the forward-thinking advisers who share our vision to make the wealth management industry the best it can be.
If you haven’t already given us a follow, head over to our profile
here
so you can stay in the loop of our regularly released articles and latest news.
Say hello to our new starter, Mack |
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Our brand new Client Services Adviser is currently learning on the job about moneyinfo and the world of Fintech. Mack will be saying hello to you all in the upcoming weeks, and helping with your queries. Please give him a warm welcome!
Mack graduated from university with a Masters covering international relations, finance and economic geography. Outside of moneyinfo, Mack reads military history and historical fiction, and likes hockey and football.
If you want to find out more about our team and what it’s like to work for moneyinfo, head over to our team page here.
