moneyinfo integrates with Transact to simplify document delivery

We were featured in Financial Planning Today, IFA Magazine, and Money Marketing, announcing our team up with Transact to enhance client document delivery.
Our new integration with adviser investment platform Transact helps streamline adviser-client communication.
The collaboration is part of Transact’s plan to integrate with technology providers to enhance efficiency and client engagement for the 2,000 adviser firms using the platform.
The integration with moneyinfo simplifies document delivery, which is often a time-consuming process.
Through the integrated moneyinfo portal and app, advisers can automatically deliver key client communication, including valuation reports and statements.
Removing this previously manual process will improve the operational efficiency of advisers, providing more time to focus on providing advice.
Transact’s Chief Development Officer Tom Dunbar said the platform’s overall strategy is to “make financial planning easier”.
“A key priority in doing this is to improve the technology ecosystem available to our adviser firms.
By integrating with client portals like moneyinfo we help advisers operate more efficiently and improve the client experience.”
moneyinfo's managing director Tessa Lee said the firm is “passionate about pushing the boundaries of technology” to benefit the wealth-management industry.
“Our collaboration with Transact is a direct response to what advisers have been asking for – greater efficiency and peace of mind.
Through simplifying document delivery, this integration allows advisers to focus on their core business, knowing the technology is working behind the scenes to support them."
In a statement, the companies said that, for adviser firms, the benefits of this integration go beyond time savings as the automation of documentation also provides a “seamless client experience”.
Advisers now have a choice in how they manage document distribution, with an option for moneyinfo’s platform to handle everything from encrypted delivery to audit trails.
Chris Riley, MD at Seventy Financial Planning – a firm participating in the pilot – said:
“It has transformed our processes and vastly improved the client experience. We no longer worry about chasing documents – it’s taken care of.
We’re committed to empowering our clients with the tools they need to succeed in a competitive, fast-changing industry and working with like-minded firms like moneyinfo helps us stay ahead of the curve, ensuring our adviser firms benefit from the latest innovations.”
This article was featured in Financial Planning Today, IFA Magazine, and Money Marketing. To read the full articles, please click on the links below.
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Transact teams up with moneyinfo to enhance client document delivery
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Transact teams up with moneyinfo to enhance client document delivery |
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Transact offers 'more efficient' document delivery |
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