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moneyinfo v5.0 released -- News Post Image

moneyinfo v5.0 released

v5

Sammedia are pleased to announce the release of moneyinfo v5.0

What’s included?

New features to help wealth managers, financial advisers, and employee benefits consultants to manage client data more easily and to engage with clients via the moneyinfo client portal:

  • Streamlining the back office import for Adviser Office users - a new import tool allowing client importing to process up-to 7 times faster than before
  • Enhanced moneyinfo manager - full migration of Operator functionality into the HTML moneyinfo manager app, avoiding the need to log into two different versions
  • New back office integration – to import data from CURO by Time4Advice

And for your clients...

  • Mobile beautiful - a new moneyinfo mobile App, for iPhone, Android and Windows with an option for you to have your own branded version
  • Extended aggregation - new data feeds for Wealthtime and Vestra Wealth
  • Enhanced Investment Overview - to include plans with no fund holdings
  • Driving client interaction - a new customisable triggers feature to alert or ‘nudge’ your clients to take action, either with an on-screen message or an email notification

We would love to hear from you regarding this release or any other aspect of moneyinfo or the service we provide, please don’t hesitate to contact us at support@sammedia.com or 03303 600 300.

Register for one of our regular webinars here.