moneyinfo wealth

Solution introduction

Your clients entire financial life, in one place…

Imagine being able to give your clients the ability to access all of their financial data, on the move, 24/7... The freedom this would give them, and how this could revolutionise your relationship with them. Not only will they be able to access their investments and pension and general savings portfolios, but also other aspects of their wealth like property valuations, credit cards, bank statements, insurances and paperwork. Documentation can be stored against the things it relates to.

So if they have a bump in their car, they can access their insurance documentation on the side of the road. If they have an emergency at home, their home insurance contact details are readily accessible at the click of a button. You can be there for them without being there and for the things you haven’t necessarily advised on.

Our moneyinfo mobile apps allow your clients to do all of this and more... all under your own brand.

Headquarters Location

Henley-in-Arden, United Kingdom

Main Telephone

+44 3303 600 300

Main Email Address

mail@moneyinfo.com

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Features

Our solutions allow advisers to service clients more profitably allowing access to advice for people who wouldn’t otherwise be able to access it, particularly in workplace.

The key features are:

  • Comprehensive account aggregation across a client’s entire finances including investments, pensions, savings, personal finances (banking, credit cards, mortgages), property, other investments and associated paperwork
  • Advanced privacy controls for GDPR compliance
  • Systems integration and outsourced data feed management
  • Rollout, communications and adoption support
  • Integrated and automated content management delivery linked to clients own data
  • Customisable and intuitive, fully interactive dashboard interface
  • Full white-labelling with the ability to create different experiences for different client demographics
  • Desktop, tablet and mobile with apps for Android and Apple
  • Primary focus on building a tool to help end users which delivers 

Benefits

  • Clients logging in regularly and giving great feedback on the usefulness of the app
  • Clients using the app to record their own information
  • Reduction (or eradication) of paper based reporting and postage
  • Increasingly efficient business processes and more accurate fact-finds
  • Removing insecure email communications and providing an audit trail of communication
  • Targeted and efficient marketing to existing clients based on data driven triggers
  • A differential service offering over your competitors helping win new business
  • Better, happy and confident clients
  • An increased business valuation through more profitable client relationships
     

Key Data

Year launched
2012
WEALTH MANAGEMENT CLIENTS
51-100
WEALTH MANAGEMENT USERS
1000+
Release Frequency
Quarterly
Implementation Methods
  • On-premises
  • Cloud-SaaS
Type of Clients
  • Independent Financial Advisor
  • Multi-Family Office
  • Private Client Investment Manager
Client Regional Presence
  • Western Europe

moneyinfo wealth

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