Take a couple of minutes to learn how moneyinfo can help you deliver a better client experience.
Two minutes to reset your expectations on how we can help you to take full advantage of a digital service channel.
Unlock the power of hybrid-advice and let us wow you with the art of the possible.
Since moneyinfo was launched in 2014, our team have worked tirelessly to evolve our branded client portal and mobile apps to become the award winning fintech firm we are today, servicing 150+ UK advisory firms, wealth managers & DFMs and supporting over 60,000 HNW end users.
With moneyinfo you get:
- Branded apps on the app stores (iOS, Android and desktop as standard)
- The ability for clients to track their wider wealth (properties, wealth management, workplace or personal finance accounts)
- The ability for clients to upload, store and manage their own important financial paperwork.
- The ability to share specific document folders with next-gen inheritors/dependants and third parties like accountants or solicitors.
- Secure messaging (not secure email) which looks and feels just like WhatsApp.
- The ability for operators to message each other securely and involve other participants (easier than email but fully encrypted).
- Integrated eSignatures with Docusign and approval for processes not requiring a signature.
- Third-party content delivery for blogs, newsletters, videos etc
- Adviser access (via their own app) to client valuations and messaging so they can keep track and communicate wherever they are.
Address the communication challenges of the 21st century with your own secure, branded client portal and mobile app.
If you would value a conversation we would be delighted to speak to you.
Book a discovery call to discover the art of the possible.