Adviser App

We know that life as an adviser never stops. With the dedicated moneyinfo Adviser App, you can access client data, manage tasks, and stay connected from anywhere - whenever you need it. Keep your team informed and ready to engage, ensuring a seamless experience for both your staff and clients, no matter where they are.

Tailored for Advisers, Wealth Managers and Paraplanners

The Adviser App is purpose-built to cater to the needs of financial advisers, wealth managers, and paraplanners. It allows them to work with their clients whilst on the move with easy access to key information, activity and documents.

Easily Respond to Messages Using Your Own Templates

Streamline your communication by using message templates. Respond to clients promptly and professionally, saving time and ensuring consistent messaging.

Quick Access to Client Contact Information

Gain quick access to vital client contact information and their latest activity history, ensuring you're always up to date and well-prepared for meaningful client engagements.

Mobile Document Scanning

Revolutionise document management by scanning paperwork directly from your mobile device. Stay organised and reduce administrative burden, allowing you to focus on delivering exceptional service.

Biometric Access for Advisers

Advisers can experience the ultimate in secure and convenient access to information via their branded mobile apps using device specific-biometric logins including fingerprint and face-ID, ensuring effortless and highly-secure authentication.

2-Factor Authentication for Advisers

Implementing two-factor authentication (2FA) adds an extra layer of security, ensuring that only authorised users can access their financial information.

Get in Touch

We understand you to make sure everything aligns with your needs.

So first, book a free, personalised demo with one of our team to explore how our solution can help you create a seamless, impactful digital experience for you and your clients.