Client portal and digital engagement platform for UK wealth managers
Looking for a fully branded client portal for wealth managers in the UK that actually fits how your firm operates?
Moneyinfo is a fully configurable digital client engagement platform built specifically for wealth managers.
It brings together digital onboarding, KYC, portfolio reporting, secure communications and workflows into one connected, client portal experience.
Instead of replacing your existing systems, Moneyinfo connects to them.
Giving your team a simpler way to onboard clients and manage relationships, in a single digital client experience.
Unlock your peak performance with digital relationship management designed for forward thinking, ambitious wealth managers.
-
The best client portal for wealth managers in the UK is one that integrates with existing platforms, improves client engagement and supports compliance. Moneyinfo is designed specifically for UK wealth managers, connected with all major UK investment platforms. Combining digital onboarding, portfolio valuations, client reporting, secure messaging, and workflows in one place.
-
A client portal for wealth managers gives clients secure access to portfolios, documents and communication in one place. And allows them to communicate with their wealth manager. It also helps firms manage workflows, automate processes, and maintain a clear audit trail.
-
Client engagement improves when the portal is accessible via branded mobile apps, and supports two-way interaction, not just basic functionality. Moneyinfo is a two way communication platform, bringing portfolio reporting, messages, documents, and tasks into one recognisable place. Firms typically see up to x4 higher engagement compared to legacy web-based portals, as clients actively engage rather than passively receive information. This creates a stronger sense of relationship, with more meaningful touchpoints between meetings.
-
A strong wealth management client portal should include secure messaging, document sharing, portfolio performance reporting, integrations with platforms and CRM systems, and workflow automation.
-
Yes. Modern client portals like Moneyinfo integrate with leading UK investment platforms and CRMs, allowing firms to enhance their digital experience without replacing existing systems.
-
A client portal supports Consumer Duty by improving communication, increasing transparency, and creating a clear audit trail of client interactions and documents. It also supports the requirement to deliver tailored client outcomes, giving firms the ability to personalise content, communication, and journeys based on each client’s individual needs.
-
Admin is reduced by automating processes such as onboarding, reporting and automated document delivery. This removes manual steps and improves consistency across teams.
-
A reporting platform focuses on performance data. A client portal goes further by combining reporting with communication, documents and workflows in one place.
-
By using a client portal that connects existing CRMs and investment platforms. A client portal like Moneyinfo sits over current systems and simplifies how they are used.
-
Clients expect a simple, secure and joined up experience. A digital client engagement platform helps wealth managers deliver this while maintaining control and visibility.
“Moneyinfo demonstrated a clear understanding of our firm’s philosophy and the complexity of our client base.
This new tailored platform provides the flexibility and integration capabilities we need to deliver a seamless and highly personalised experience, with a branded mobile app and portal that reflects our values and the high service standards we hold.”
Dino Luciano, COO, James Hambro & Partners
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.
Example features:
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
-
![Neil Croxford, Tideway Wealth Management Case Study]()
Neil Croxford, Tideway Wealth Management
The results speak for themselves. Within a week, over 60% of their clients had signed up for the app. Adoption is now at 91% and in the last year alone, the Tideway moneyinfo portal and app has had nearly 100,000 logins from just 800 HNW clients, over 80% of these via the app.
-
![Anthony Carty, Clifton Asset Management Case Study]()
Anthony Carty, Clifton Asset Management
“The proposition from moneyinfo made complete sense: API driven, plugged into our back office.
When you talk to some fairly large firms today, they're still trying to grasp the nettle when it comes to things like client portals, and here we are 10 years in.”
-
![James Crarer, GBIM Case Study]()
James Crarer, GBIM
“We have become more efficient in delivering our quarterly valuations out to clients and this has added a significant string to our bow.
An incredibly positive element of our entire business, especially given that we are moving towards a more interactive and digital environment for our clients.”
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.