Systems in the City Winner 2024 | Best Mobile Experience for Private Clients
We are delighted to announce that moneyinfo has been recognised with the prestigious 'Best Mobile Experience for Private Clients' award at the Goodacre Systems in the City Awards. This accolade highlights our dedication to providing a superior mobile experience for our clients, driven by our passion for innovation and excellence in financial technology.
At moneyinfo, we believe in putting our clients at the heart of everything we do. Our award-winning mobile app is designed with you in mind, ensuring that managing your wealth is as seamless and secure as possible. Here are some key features that set our mobile experience apart:
Client-Centric Design
Our app's intuitive interface makes it easy for you to access and manage your financial information anytime, anywhere. We focus on delivering a user-friendly experience that simplifies your financial life. With biometric login, WhatsApp style secure communications, client document vault and automated daily valuations, it’s the app that your clients expect, putting your brand on your clients’ home screen.
Cutting-Edge Technology
We leverage the latest technological advancements to provide a comprehensive view of your financial landscape. Our app integrates with leading third-party portfolio management solutions including Third Financial, IRESS Pulse, Pershing, and IMiX, offering real-time updates and insightful analytics.
Unparalleled Security
Your security is our top priority. With state-of-the-art encryption and rigorous security protocols, we ensure that your personal and financial information is protected at all times.
Proven Results
Our users log in four times more frequently via the mobile app compared to the desktop portal. Our app significantly boosts engagement while reducing operational costs and speeding up response times for critical client interactions like approvals and onboarding.
Supportive Client Community
This award wouldn't have been possible without the support and feedback from our incredible clients. Your trust and satisfaction inspire us to keep innovating and improving our services.
Supporting over 180 firms, moneyinfo stands out as a leader in client portal technology.
Our technology platform delivers substantial operational efficiencies through features like consolidated portfolio reporting, secure document sharing, WhatsApp-style messaging, workflow automation, and advanced account aggregation. Clients enjoy a single login point to manage and review their entire wealth spectrum, ensuring a streamlined and engaging user experience.
We are proud to work with leading firms in wealth management and financial advice, providing a forward-thinking solution that not only meets today's needs but also anticipates the demands of the future.
Thank you for being an integral part of the moneyinfo journey. We are committed to pushing the boundaries of innovation to deliver the best for you.
Are you ready to take your client engagement to the next level?
For more information and to organise a personal demonstration please click below.
