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Happy Christmas from moneyinfo!

As December unfolds, we're thrilled to share a snapshot of our exciting journey through 2023. From unprecedented growth in annual usage statistics to the release of moneyinfo 12.2 including a range of game-changing enhancements, it's been a year of milestones and innovation. 

Our recent roadmap update webinar, featuring a memorable entrance by MD Tessa Lee, showcased the strides we've taken in client engagement and DRM functionality. We're also excited to welcome accredited training partners including Jigsaw Tree & Alpha FMC, and platform integrations with industry leaders like Seccl, setting the stage for a transformative 2024. 

This December newsletter is a testament to the collective efforts of our dedicated team and the unwavering support of our forward-thinking clients. As we reflect on our Silver Investors in People Accreditation and the prestigious awards received in 2023, we're filled with gratitude for the progress we've made together. 

Stay tuned for a deeper dive into our accomplishments, partnerships, and the exciting initiatives planned for the coming year. Here's to a festive December and the anticipation of a prosperous New Year. 

Bold, trusted, together… we are moneyinfo! 

Tessa Lee, Managing Director

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Christmas Opening Times

Usage statistics growth

Charity Donations

12.2 Release

Roadmap Update webinar recording

Accredited Training Partners and Platform Integrations

Investors in People

Awards from 2023

Top 3 AdviserTech Show episodes of the year

moneyinfo steering groups

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Christmas Opening Times | back to contents

Monday 25th December 2023 – Closed

Tuesday 26th December 2023 - Closed

Wednesday 27th December 2023 - 9am to 5.30pm

Thursday 28th December 2023 - 9am to 5.30pm

Friday 29th December 2023 - 9am to 5.30pm

Monday 1st January 2024 – Closed

Tuesday 2nd January 2024 - 9am to 5.30pm

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Usage Statistics Growth | back to contents

One of our core internal metrics for success is a steady increase in usage stats for both advisers using MIM, and end users engaging with your branded portal and apps. Positive key indicators include the number of documents and messages being sent and received via your portal and apps, and frequency and number of client logins. 

Our client services team are always on-hand using events, webinars, training calls, and a range of other methods to support you to get the most out of your investment in technology. 

We are very happy to report a sustained increase in all of the above measures with a record number of documents and messages being sent and received in 2023! 

We have seen a 58% increase in average monthly messages sent 2022 vs 2023. 

We have seen a 62% increase in average number of monthly documents shared 2022 vs 2023. 

In November 2023 we witnessed the highest number of messages sent via moneyinfo manager we have ever seen, with 100% increase compared to November 2022 

The number of portal logins this year totalled a 35% increase from 2022 - 2023 with over 2,000,000 logins. 

These numbers really are something to celebrate and are testament to the dedication of all of our clients and staff, ensuring we continue to deliver exceptional value and service. 

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Charity Donations | back to contents

With the benefit of having Bold, Trusted, Together etched into our company culture, we acknowledge the importance of community and togetherness, putting a heavy emphasis on these values in all of our team meetings and activities.

With this in mind, every year we give to charities that we have nominated in-house. We do this to support and reflect on those in less fortunate positions and in need at a time where we celebrate giving.

This year we have split our donation across the 3 charities listed below which were nominated by members of the moneyinfo Crew.

Dogs Trust

Dogs Trust has been dedicated to improving the lives of dogs, emphasising responsible ownership and care.

The Donkey Sanctuary

The Donkey Sanctuary is an organisation dedicated to providing a home for donkeys in need. Located in Sidmouth, it offers a sanctuary for rescued donkeys, ensuring they have a good quality of life.

Dementia UK

Dementia UK plays a crucial role in addressing the challenges faced by families affected by dementia and contributing to the overall management of dementia in the country.

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moneyinfo 12.2 Release | back to contents

December saw the full release of moneyinfo 12.2, the full release notes can be downloaded here. 

This release brought a host of new features designed to enhance your experience and streamline your business processes. 

Here's an overview of each major feature included in the current release: 

Pin Notes: 

You can now pin notes to a client's record on their summary page so that they are displayed at the top of the overview and timeline tabs. This gives you quick and easy access to key information about your clients. 

DocuSign Multiple Documents: 

We've made the document-signing process even better. Now, you can upload multiple documents all at once when requesting a signature from your clients. Previously, you could only upload one document in moneyinfo manager, and then had to add more in DocuSign. This change means you can now handle all those documents directly within moneyinfo manager, making the process faster, and enabling you to easily send multiple documents in a single DocuSign envelope. 

Extending the moneyinfo API: 

We're excited to announce the further enhancement of our API (Application Programming Interface) to include all Fact find fields, including any custom fields you have created. The API acts as a bridge, allowing moneyinfo to share data, documents or other information with other systems you may be using within your business. The extension of the API to include additional fact find data will allow your technical team or third parties to access this information and update it into other systems to support your required business processes. 

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Roadmap Update webinar recording | back to contents

Our Q4 Client Roadmap Webinar got off to an exciting start with our MD Tessa Lee making quite the entrance! 

Tessa and the team showcased the exciting new developments and strategic initiatives in the world of moneyinfo. 

We delved into the range of leading-edge advancements to our client portal, helping ambitious, forward thinking firms to deliver game-changing client engagement strategies, and the expansion of our DRM functionality, delivering you a better way of doing business. 

Catch up on our session to find out how we're helping the industry to evolve with our suite of Digital Relationship Management tool. 

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Accredited Training Partners and Platform Integrations | back to contents

2023 has been a great year for new relationships. moneyinfo has created multiple partnerships for a range of purposes, allowing us to provide a better way to do business to existing clients, attract and acquire new business leads, and communicate our mission more effectively to future prospects. 

We have other partnerships signed up and in the pipeline. These will be announced fully in early 2024, but here is a quick overview of the major announcements: 

Jigsaw Tree 

To help advice firms to benefit from digital client engagement when they have the desire but not the internal resource to do so, moneyinfo are pleased to announce the appointment of Jigsaw Tree, a specialist business operations consultancy for financial advisers, as its first accredited implementation partner. 

The collaboration will enable more firms to benefit from the deployment of moneyinfo powered tools to streamline their everyday tasks including onboarding, client review and reporting processes. 


Our integration with Seccl is designed to provide advisers with a market-leading level of onboarding efficiency, while delivering clients a streamlined and intuitive experience that's accessible on any device and under their advisers’ brand. 

In particular, by making use of Seccl's comprehensive API capability, it will allow firms to gather clients' acceptance of suitability, as well as their acceptance of platform and wrapper T&Cs, all in one go – potentially saving weeks of back and forth and delay. 

Alpha Financial Markets Consulting 

We have developed a partnership with Alpha FMC, a leading global provider of specialist consultancy services to the financial services industry. More news on this in early 2024. 

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Investors in People | back to contents

This year we were super pleased to announce that moneyinfo has been awarded the prestigious Silver Investors in People (IIP) Accreditation. This is in recognition of our culture and our commitment to looking after and developing our people to make moneyinfo a truly great place to work. 

Investors in People is a benchmark for any well-run business. We not only met the standard but surpassed it to achieve a Silver award. This is a fantastic achievement and is testament to our collective efforts in building a workplace that stands out in our industry. 

The assessment explored our values and behaviours, how we lead and inspire our people, our reward and recognition approach as well as how we develop and manage performance. 

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Awards from 2023 | back to contents


We are delighted to announce that moneyinfo made the grade to be included in this year's WealthTech100, the directory which identifies the technology companies that are transforming the wealth/asset management and banking industries. 

This external recognition demonstrates the impact we're having in WealthTech, taking firms with us on our mission to deliver game-changing client engagement, one ambitious firm at a time. 

None of this would be possible without the input of every member of our dedicated team, and of course, our forward-thinking clients who choose to partner with us to deliver their Digital Relationship Management (DRM) strategy. 

A full list of the WealthTech100 and detailed information about each company is available to download for free at www.WealthTech100.com.

Systems in the City

Earlier in the year, we picked up both of the Systems In The City awards we were nominated for! In no particular order... 

'Fintech Founder of the Year' awarded to our MD Tessa Lee. 

'Best Strategic Partnership for a Client Portal' awarded to moneyinfo & our clients from Kingswood Group.

Tessa commented: 

"To be recognised alongside our partners, Kingswood Group, is a fantastic achievement. Kingswood share our vision to deliver truly innovative, best-in-class solutions for their clients. This award recognises our partnership and the successful roll-out of the Kingswood Go app. Together we will continue to innovate to enhance client loyalty, improve efficiency and respond to the aspirations of Kingswood’s people and their clients." 

"I am also absolutely delighted to receive the SITC Award for Fintech Founder of the Year. It is a testament to the dedication and hard work of the passionate and talented team that have helped me to grow moneyinfo to the brilliant business it is today. We are committed to delivering game-changing technology to transform how wealth managers communicate and work with their clients. This recognition motivates us to continue innovating and inspiring more firms to join the tribe! My thanks to Goodacre and the panel of judges for their support." 

BOLD, TRUSTED, TOGETHER ... We are moneyinfo!

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The AdviserTech Show episodes of the year | back to contents

This year we took a different direction with our podcasts, rebranding to The AdviserTech Show to appeal to a wider audience on YouTube, and making good use of our newly constructed Podcast room, enabling our viewers to watch our lovely guests on each podcast episode on our YouTube channel! 

We had some industry giants join us as guests on the show throughout 2023 including Ruth Handcock, Abraham Okusanya, and David Ferguson, and saw a jump in episode viewers and channel subscribers, averaging higher views per episode this season than last. 

Our top 3 podcasts are listed below, tune in before the next season begins in early 2024! 

S2 E3 | Connecting in the most positive way | SECCL

Here's how SECCL are truly an API first proposition, allowing firms to build any client journey on top of whatever systems want, and how you always have to consider, control vs compromise, low fees vs high fees, and analogue vs digital.

S2 E1 | The gale of creative destruction | Timeline

A talk with Abraham Okusanya about how integration has the ability and potential to push efficiencies with reporting and communication processes, and the barriers that are stopping it from happening right now.

S3 E2 | Transforming the Advice Industry | Ruth Handcock

Tune in to gather knowledge on the latest industry trends, understand Ruth's vision for the future of financial advice, and gain valuable insights into how to improve your services.

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moneyinfo Steering Groups | back to contents

At moneyinfo, we're always listening and actively collaborating. As a result, many of the exciting and innovative features we have developed have been suggested by you, our clients. 

Our clients are our best resource for developing new features based off of feedback. Regular user forums, training, telephone support and client meetups encourage our users to collaborate and share ideas from which we all benefit. 

In light of this, we have recently decided to host steering groups in 2024, to encourage idea sharing with our Product Owner Ryan McCarthy. 

We want to ensure we build the perfect solution to address the challenges of the 21st century financial adviser or wealth manager, and that's why we think it's a great idea to host sessions dedicated especially to providing value for the future. 

That's what building together is all about! 

So, do you share our vision and would like to know how you can get involved? 

Email Ryan to get involved: ryan.mccarthy@moneyinfo.com.