We help

Financial Advisers

A bespoke, branded client portal and mobile apps for financial planners, national IFAs and consolidators that's always mobile and always in your brand.

Client portals and branded apps for Financial Advisers

  • Our branded apps deliver four times as many logins as a desktop client portal resulting in markedly lower operating costs and accelerating response times for critical client interactions like document approvals and appointment booking.

  • With two-way integration with the leading back-office systems including Intelligent Office, IRESS X-Plan, Time4Advice Curo and Wealthcraft our workflow tools and collaborative fact find will automate your client onboarding and reviews.

  • We make it easy to implement our technology as we integrate with your existing back-office system and the other technologies you use rather than replacing them which would be a significantly bigger project with less obvious benefits.

  • We take care of your data management, delivering you clean and refreshed data direct from your platform and providers to share with your clients and drive your MI. We make going digital easy, leaving you free to deliver your outstanding client service.

  • A superior experience for your clients with biometric security, WhatsApp style secure communications and an app for your advisers will help you meet your Consumer Duty, MIFID and GDPR responsibilities.

  • We can deliver you a client portal and apps for Apple and Android that beautifully reflect your brand in under three months. The UK's most customisable client portal designed specifically to address the challenges of the 21st century IFA.

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.

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.

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.

Bringing your brand to life

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Hear what others have to say

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    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."

    Watch here

  • 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.”

    Watch here
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    Susan Lafferty, Lomond Wealth

    “It was a back-office portal that we used, and it just couldn't give us what the business needed and what the clients ultimately were looking for. But after that first call with moneyinfo, we knew straight away that we could create something really bespoke to meet our client needs.”

    Watch here

You're in good company

Come aboard and let's make the world of financial services more efficient, together.

Let the numbers do the talking

180+

IFA and WM firms supported

1.3bn

UK assets tracked

 29%

Reduction in onboarding times

  4x  

mobile logins vs desktop

We integrate with over 50 platforms, back office systems, and collaborative tools

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.