Uniquely positioned as the UK’s most reputable provider of wealth manager branded applications across iOS, Android, and desktop, moneyinfo ensures comprehensive accessibility, significantly boosting user engagement. Our mobile app users log in four times more frequently compared to a desktop portal (last month across 130,000 private clients we saw 260,000 logins of which 192,000 were via the wealth managers mobile app). This results in markedly lowering operating costs and accelerating response times for critical client interactions like approvals and onboarding processes.

Our client-centric solution blends operational excellence with superior client engagement, featuring branded web front-end portals and mobile apps which seamlessly integrated with leading third-party portfolio management solutions including Third Financial, IRESS Pulse, Pershing, and IMiX.

Supporting over 180 ambitious UK wealth management and advisory firms, moneyinfo stands out as a leader in client portal technology. These firms include Tideway Wealth & Retirement, Kingswood Group, Hawksmoor Investment Management, Saunderson House, RC Brown Investment Management, and Bentley Reid.

Our integrations extend across major UK investment platforms, product providers, DFMs, and CRM systems—many of which also provide their client portals.

moneyinfo’s technology platform is a testament to innovation, delivering substantial operational efficiencies through features like consolidated portfolio reporting, secure document sharing and WhatsApp style messaging, workflow automation, and advanced account aggregation. This allows clients a single login point to manage and review their entire wealth spectrum, ensuring a streamlined and engaging user experience.

We are proud to champion the digital advancement of our wealth management and financial advisory clients, providing a forward-thinking solution that not only meets today's needs but also anticipates the demands of the future.