Client portal and digital tools for financial advisers UK
Searching for financial adviser client portal software that improves both client experience and internal efficiency?
Moneyinfo is a client portal and digital engagement platform built for UK financial planners.
It brings together fully branded apps for Apple and Android, digital onboarding, fact finds, portfolio valuations, document sharing, secure messaging, and review automation into one structured environment.
Your team gets a clearer way to manage advice processes. Your clients get a simple, secure way to stay connected.
Unlock your peak performance with technology designed for financial planning firms.
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The best financial adviser client portal software in the UK is one that is delivered under your own brand, is simple for everyone involved in the advice process to use,, integrates with your CRM and investment platforms, and improves client communication. Moneyinfo is the benchmark held in high regard by UK wealth management and financial planning firms in the client portal space, bringing your systems together into one branded, easy to use platform that improves client engagement, reduces admin, and gives you full visibility and control.
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It provides a secure online space where clients can access valuations, documents, complete tasks and communicate with their adviser. It also helps firms manage workflows and maintain compliance.
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By using a client portal that centralises messaging and documentation. This reduces email reliance and makes communication more secure, and easier to track.
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Onboarding can be digitised using online forms, workflows and e-signatures within a client portal. This creates a consistent and efficient process. Firms increasingly need flexibility over form templates and the ability to integrate third party tools into one onboarding journey. This is one of Moneyinfo’s biggest strengths.
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Key features include branded apps, two-way secure messaging, valuations and performance reporting, document sharing, digital onboarding, CRM integration, and workflow automation.
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Yes. Financial adviser client portal software like Moneyinfo integrates with leading CRM back office systems including Iress Xplan and Intelliflo to streamline processes and reduce duplication. Our deep two way integration with Iress Xplan is market leading, allowing data, documents and client activity to flow seamlessly between systems. This includes sharing updates, syncing key client information, triggering workflows and maintaining a clear audit trail, helping advisers move faster, reduce manual input and deliver a more connected client experience.
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A client portal supports compliance through secure communication, controlled access and detailed audit trails of all client interactions. Workflow automations ensure that key compliance tasks are never missed.
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Admin is reduced by automating repetitive tasks such as portfolio valuation retrieval, manual document delivery, reminders, and client reviews within a structured client engagement platform.
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Clients get a single digital portal to access everything, making it easier to understand their progress against their goals, and stay connected with their adviser.
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Client expectations have changed, and firms are under pressure to deliver a more consistent and transparent service. Only 43% of time is spent on value adding client work*, leaving a significant gap in how firms engage with clients. A client portal helps financial planners close that gap by simplifying communication, reducing admin and giving clients a clearer, more accessible experience.
<p>Source:
https://www.theadvicegap.co.uk/the-accidental-advice-gap-and-what-to-do-about-it/</p>
What Moneyinfo can do for my…
Business
Scaling your firm while delivering exceptional service shouldn't be a challenge. Automating key processes like onboarding, reporting, and compliance tracking saves time and streamlines operations.
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Clients
Keeping on top of finances is easier with instant, secure access to everything in one place. From biometric login to on-demand valuations, clients can track their wealth whenever they need to.
Example features:
Advisers
Managing clients efficiently means having instant access to the right information. From portfolios and fact finds to audit trails and client tasks, everything is available at a glance.
Example features:
Bringing your brand to life
Hear what others have to say
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![Hymans Roberston Case Study]()
Dan McMahon, Hymans Roberston
“We have found that once workflow is started by a client, 95% of them complete the entire journey without any chasing from our team. Freeing up our team’s time for coaching our clients rather than chasing them.”
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![Anna Wren, Motus Financial Planning Case Study]()
Anna Wren, Motus Financial Planning
“It was really important to us that we rolled out software to our clients that not only was easy for them to operate but they could instantly see the benefits of it, and that's something we really found fantastic with moneyinfo.”
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![Alan Flack, Town Close Case Study]()
Alan Flack, Town Close
"When I first saw our app on my iPhone screen I was really excited and as we learned what the portal could do, our ambitions grew.
We got the software for valuations but very quickly realised that it could help us with a lot of business processes and in particular secure communications."
You're in good company
Come aboard and let's make the world of financial services more efficient, together.
We integrate with over 50 platforms, back office systems, and collaborative tools
Get in Touch
We understand you want to make sure everything aligns with your needs. Book a free, personalised demo with one of our team members to explore how our solution can help you create a seamless, impactful digital experience for you and your clients.