Peak performance, unlocked.

Digital relationship management for financial planning and wealth management firms.

Branded apps, secure communications and simplified client onboarding for forward thinking, ambitious wealth managers.

Digital relationship management for smarter business

In financial planning and investment management, working smarter is where the big gains are to be had. Technology helps - but that alone isn’t enough. We believe its real strength is the ability to help solve real-life problems. To augment human expertise. Because relationships are the most important thing, we put your needs at the heart of all we do.

Transforming your efficiency and productivity. Enhancing your client experience and engagement. Delivering you compliance confidence and backing you with a dedicated and experienced team.

When you combine our best-in-class financial technology and burning commitment to put people first you get something truly special – the power to unlock your peak performance.

Built to empower your business

  • Streamline operations and reduce costs by replacing time-consuming paper and email tasks with automated, efficient processes designed for high-net-worth clients.

  • Simplify client interactions and provide seamless, personalised advice - saving your clients' time without compromising the personal touch they value.

  • Enable you and your clients to easily access and manage their data from anywhere in the world, ensuring a convenient and smooth experience no matter where they are.

  • A custom-branded app means you can communicate securely with clients, automate processes, reinforce your brand identity, and increase the overall value of your services.

  • Easily integrate scalable digital services into your existing technology stack, ensuring minimal disruption to your current workflows.

Who we’re here to help

Trusted by industry leaders

  • Old Mill Wealth Management

  • O-IM

  • Progeny Group

  • The Private Office

  • RC Brown Investment Management

  • Equilibrium Financial Planning

  • DBL Asset Management

Our commitments to you

In Financial Planning and Investment Management, working hard is a given. But working smarter is where the big gains are to be had.

Like delivering better outcomes and greater value for money for your clients. And helping you thrive in a regulated environment.

Technology can help you get you there – but that alone isn’t enough.

At moneyinfo, we believe the real strength of technology is its ability to help solve real life problems. To augment human expertise. Because our relationship with you – and yours with your clients – is the most important thing.

Whether it’s the continuous development of our digital tools, the ability to tailor our offering to meet your specific requirements, or the unrivalled support we provide – we put your needs at the heart of everything we do.

To do that, we make four key commitments to you:

“The future of wealth management will be determined not by how we manage assets, but how we manage experiences.”

– Tessa Lee, Managing Director

Get in Touch

There’s quite a lot to take in. And you’ve probably got a few questions. That’s understandable. So, to get you started, book in with one of the team for a free personal demonstration to see how you can create an unforgettable digital experience for your clients.