The use of mobile devices to access online services has overtaken PCs and Laptops. Clients want a single app to manage all their finances, on the devices they’re using. Make sure that app is yours.
We did have a client portal previous to working with moneyinfo and as one of our clients described it – It’s like moving from black and white TV to Ultra HD with how the moneyinfo portal looks compared to the old version.
Sales and Marketing Director, RC Brown
moneyinfo is so easy to use. I’ve got clients in their 80’s who have been out and bought iPads just to use it. They love it.
CEO - Lifestyle Wealth Management
It’s not our login page with your logo on it. The landing page is designed to sit seamlessly with your website style and reflect your visual identity. Your clients can access your portal from your website or from a custom domain of your choice.
Give your clients access to your service on their smartphones and tablets so they can interact with you from any place at any time.
In an emergency, moneyinfo makes policy information, insurance contracts, wills, passports and trust deeds accessible to your client at any time. That’s financial peace of mind.
Documents can be found quickly as they’re stored with the thing they relate to. Home insurance with the property, car insurance with the car. Clients can even scan their own documents into moneyinfo using their phone as a scanner.
Contact your client securely via moneyinfo manager and the client gets a push notification to their phone allowing them to access and respond to the message conveniently, easily and securely.
Documents require authorisation? Send them with built-in DocuSign™ and make it a doddle for your client to sign via their smartphone.
Use moneyinfo to push important notifications to meet your MIFID II reporting requirements and deliver them alongside custom content and an aggregated view of their entire financial life.
moneyinfo helps keep track of your clients’ complicated financial lives with a financial event calendar showing renewals, maturities, meetings and payments due.