Forward House, Henley-in-Arden, Warwickshire, B95 5AA, United Kingdom
Your clients entire financial life in one place
moneyinfo is a private fintech firm based in Henley in Arden, Warwickshire specialising in client portals and mobile apps for the wealth management industry. We are proud to work with some of the UK's most exceptional advisory businesses including Saunderson House, Aon, Prydis Wealth, Andrews Gwynne, Citywide and many more.
moneyinfo brings a client’s entire financial life including all of the associated documentation together with a single login, available on any device, regardless of the multiple investment platforms or back office systems being used by the adviser.
Our software is designed to help wealth managers address the challenges of the 21st century with their own branded client portal and mobile app.
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,......