We help

Wealth Managers

A bespoke, branded client portal and mobile apps for asset managers, private banks, family offices and discretionary fund managers that's always mobile and always in your brand.

Client portals and branded apps for Wealth Managers

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

  • With seamless integration across the main investment platforms, product providers, DFMs and leading third-party portfolio management solutions including Third Financial, IRESS Pulse, Pershing, and IMiX, we can automate your report delivery and deliver efficient client onboarding and reviews with our fully customisable KYC process.

  • Multi-currency valuations, performance reporting and a multi-generational view of family wealth delivers the information your clients want and custom content including video can reassure and inform your clients.

  • A superior experience for your clients with biometric security, WhatsApp style secure communications and access for your introducers 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. A single login for your clients to manage and review their entire net worth together with the experience that your clients’ expect.

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

  • laptop screen shot 1
  • laptop screen shot 3
  • laptop screen shot 4
  • laptop screen shot 5

Hear what others have to say

  • laptop screen shot 1

    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.”

    Watch here

  • Dan McMahon, Hymans Robertson

    “We have found that once workflow is started by a client, 95% of them complete the entire journey without any chasing from our team.

    Freeing up our team’s time for coaching our clients rather than chasing them.”

    Watch here
  • laptop screen shot 3

    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.”

    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.