How do you create a seamless digital experience that enhances client engagement and keeps compliance watertight?

It starts with technology that works for advisers and their clients. Secure messaging, real-time portfolio insights, and streamlined workflows all play a part - and at EATT2025, we demonstrated how moneyinfo brings it all together.

Our MD, Tessa Lee, took to the stage to showcase how firms can operate more efficiently while building stronger client relationships. With secure communications, integrated portfolio data, and automated workflows, moneyinfo gives advisers the tools to deliver standout service with complete confidence.

If you missed the session, you can watch it in full - including a surprise appearance from Tessa’s four-legged co-host.

Synopsis:
Client Portal & Digital Relationship Management - Seamlessly connects planners, advisors, and clients with secure messaging, document sharing, workflows, portfolio insights, and valuations.

Adviser App – The moneyinfo manager app provides instant mobile access to client information, secure communications, and portfolio data.

Portfolio Insights – Offers detailed portfolio data, including performance, transactions, and linked documents, updated from back-office systems and platforms.

Secure Messaging – Supports encrypted client communication, allowing advisors to send messages, documents, and meeting invites directly from the app.

Push Notifications – Delivers real-time alerts for new messages and client interactions, ensuring timely responses and efficient communication.

moneyinfo’s best-in-class digital relationship management technology solves real-life problems by enhancing human expertise and putting clients first.

We streamline your everyday processes, elevate client engagement, ensure compliance, and back it all with a dedicated team that always deliver on our promises.

Tessa's talk can be seen on AdviserSoftware.com. Click here to watch the full demo.