We are pleased to announce that Moneyinfo is now bringing more features to delight and engage your clients.
Communicate with your clients online with secure messaging
Messaging with alerts for you and your clients makes collaboration secure and easy. With an intuitive interface, email alerting and familiar Facebook type notifications, your clients will find keeping in touch simple whilst you can deliver more value through proactive communication.
Income & Spending exports for connectivity and data where you want it
The value of the client data is realised with income and spending exports to allow you or your clients to download their data into a CSV report. With data fed from your clients banking accounts you can be confident in accurate and up to date income and spending analysis for your advice and planning processes.
Extended aggregation with a data feed from Standard Life Platform
A new Contract Enquiry feed for wrap, pensions & bonds is currently in pilot release with selected firms and will be on general release in the coming weeks.
Want to find our more?
Register for our next Moneyinfo webinar to discover how Moneyinfo can become your beautiful branded client portal giving web-based, 24/7 access for your clients with aggregated banking, investment, savings and insurances, alongside secure messaging and your customised content.