Cross-Platform Net Wealth Reporting
Access your client information and perform business processes on the move using the dedicated moneyinfo Adviser App. The Adviser App ensures that your advisers, relationship managers or other staff have access to key information, activity or documents and can connect with your clients anytime, anywhere.
Automated Daily Valuations
With automated daily valuations from your platforms, DFMs and providers, moneyinfo ensures that you have accurate and up-to-date views of your clients' managed assets.
Outsourced Data Management
moneyinfo takes away the overhead of managing multiple sources of data. Our team monitor every feed daily and if there are any problems, we liaise directly with your platforms or providers to get them fixed.
Comprehensive List of Integrations
Seamlessly connect with a wide range of platforms, back office systems, and other tools. moneyinfo is designed to work harmoniously with industry standard systems, ensuring a comprehensive and holistic view of your clients' wealth.
Automated Document Delivery from Select Platforms
Simplify document distribution by automating the delivery process from select platforms. Hundreds or even thousands of client documents can be delivered in minutes, saving you time and reducing the risk of errors.
Valuation Data from Multiple Sources
Access valuation data from a variety of sources. moneyinfo consolidates data from multiple channels, providing a more complete and accurate picture of your clients' net wealth.
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.