case study
Client Engagement & Management
Digital Platforms & Tools
28th August 2019
Since 1979 Andrews Gwynne have specialised in building personal long-term relationships with private clients, combining fee-based, independent-minded advice with discretionary investment portfolio management.
Douglas Croft, Partner “We’ve never been about product...
blogs
Client Engagement & Management
Digital Platforms & Tools
21st August 2019
Why you can’t afford not to build a relationship with your next generation of clients.
Your clients are getting older. 56% of adviser clients are aged 55 or over with nearly...
blogs
Client Engagement & Management
Digital Platforms & Tools
9th August 2019
A faster horse …
Most of us are not experts at technology and rolling out a new system even for internal use is challenging enough. When that system is going to...
news
Compliance & Regulation
Digital Platforms & Tools
11th July 2019
Published via FT Adviser. Read the full article here.
A number of discretionary fund managers have signed up to an app-based portal that tackles particular reporting challenges caused by MiFID.
Launched by Moneyinfo,...
blogs
Client Engagement & Management
Digital Platforms & Tools
28th June 2019
Tessa Lee at moneyinfo says the wealth management sector is worryingly behind its clients when it comes to digital communications and, to stay relevant, firms need to adopt digital services...
news
25th April 2019
If you were unlucky enough to miss the first leg of the threesixty Adviser Tech Emporium events this spring, fret not. There are 4 more opportunities to get involved with our CPD accredited Tech...
blogs
Client Engagement & Management
Trading & Back Office
27th March 2019
It’s a chore and one you don’t want to face but you know it needs doing and spring’s a good time for cleaning. No, I’m not talking about the office...
news
20th March 2019
We’re delighted to announce that the FCA has approved our application to become a registered account information service provider (RAISP) under the Payment Services Regulations.
We have demonstrated to the FCA...
blogs
Client Engagement & Management
Client Onboarding & Identity Verification
28th February 2019
The success of your client portal will depend on how intuitive the experience is in practice. Therefore it is important to ask potential client portal suppliers the following questions:
How powerful...
news
26th February 2019
moneyinfo is currently participating in a series of 5 Technology Emporium events across the United Kingdom with threeSixty Services. Attendees don't need to be ThreeSixty members to sign up and can...
blogs
Client Engagement & Management
Digital Platforms & Tools
18th January 2019
The bottom line today is very simple – you need to be where your clients are.
We all check our phones as much as 100 times a day (source Adweek). This presents...
news
16th November 2018
At this weeks Personal Finance Society event, stormtroopers, TIE fighters and Jedi’s formed an unlikely alliance with Financial Planners as the Personal Finance Society conference jumped to hyperspace in Bolton[i].
A spokesman...
news
24th October 2018
The Parliamentary Review is an entirely apolitical publication, as demonstrated by the fact that its two co-chairmen, Lord Blunkett and Lord Pickles, once sat on different sides of the House...
blogs
Digital Platforms & Tools
27th September 2018
Going paperless can save money, boost productivity, save space, make documentation and information sharing easier, keep personal information more secure, and help the environment.
Which suggests that it’s a good way...
news
Client Engagement & Management
Data Management & Analysis
19th September 2018
We're pleased to announce a new two-way integration between IRESS's market leading financial advice software XPLAN and moneyinfo.
moneyinfo is already used by a number of IRESS clients ... our software delivers secure...
blogs
Client Engagement & Management
Digital Platforms & Tools
2nd August 2018
In this series of articles, I hope I’ve given you a good overview of adviser technology and why the ideal solution for your firm is unlikely to come from just...
blogs
Client Engagement & Management
Digital Platforms & Tools
24th July 2018
We’ve given the client access to their investments, savings and pensions. They’ve recorded their property details and started to link their important documents to their property. What’s next for your...
blogs
Client Engagement & Management
Digital Platforms & Tools
12th July 2018
Here’s the view from another advice firm, just like yours:
“My current portal from my CRM supplier logically made sense but in practice you soon find out the limitations.
I am finding...
blogs
Client Engagement & Management
Digital Platforms & Tools
21st June 2018
Step one is providing a convenient way for your clients to view all the assets you manage on their behalf. Their investments, savings, pensions and insurances in one place under...
blogs
Client Engagement & Management
Digital Platforms & Tools
30th May 2018
You're thinking about introducing a client portal, or it may be that you’ve already delivered one but your clients aren’t making much use of it. There are lots of benefits...
blogs
Client Engagement & Management
Digital Platforms & Tools
18th May 2018
If you’re not convinced that your future clients want access to their finances brought together in one place, you should look at the research conducted by IFF Research summarised in...
blogs
Digital Platforms & Tools
Trading & Back Office
10th May 2018
In my previous articles, I have discussed back-office/CRM systems and what they do well and what they generally do badly. If your CRM system is running your back-office efficiently (new...
news
Client Engagement & Management
Digital Platforms & Tools
1st May 2018
Wealth management and employee benefits specialist Mattioli Woods has teamed up with moneyinfo to launch a new online portal and multi-platform application, Total Wealth.
moneyinfo platform software has been specifically adapted...
blogs
Client Engagement & Management
Digital Platforms & Tools
19th April 2018
In my previous articles, I have discussed back office/CRM systems and what they do well and what they generally do badly. If your CRM system is running your back-office efficiently...
blogs
Trading & Back Office
18th April 2018
This is the follow-on to the article in which I discussed that back-office systems are good at new business tracking, compliance and management reporting. If your system is delivering this then...
blogs
Digital Platforms & Tools
Trading & Back Office
18th April 2018
Unlocking the potential of your back-office (part 1 of 2)
You can unlock the potential of your back-office with a well implemented digital strategy, introducing a client portal to provide the...
blogs
Digital Platforms & Tools
18th April 2018
In this series of articles, I will discuss how adviser firms can maximise the potential in their existing technology investment by implementing a well-executed digital strategy. The aim is to...
blogs
Client Engagement & Management
Digital Platforms & Tools
7th March 2018
People often focus on the wrong areas when looking at client portals. There are numerous benefits to using them but in this article we’ll be focussing on data security and...
blogs
Compliance & Regulation
Digital Platforms & Tools
10th January 2018
If you’ve not yet heard of the GDPR then please look at our earlier articles on how to plan for the GDPR in your organisation on www.moneyinfo.com/news. The drop-dead date is...
blogs
Digital Platforms & Tools
2nd January 2018
moneyinfo the UK’s leading account aggregation software provider announces its move into enterprise with the release of a new web services and programming interface. (API) This allows firms to use...
news
15th November 2017
moneyinfo is delighted to announce that Ian Smith has joined moneyinfo as enterprise sales director to spearhead our push into large corporate sales with a focus on the wealth, workplace...
blogs
Client Engagement & Management
Digital Platforms & Tools
1st November 2017
According to Scorpio Partnership, high net worth clients are willing to refer their wealth manager more than ever before.
Scorpio are by far the market leaders in knowing what HNWs think...
blogs
Compliance & Regulation
20th October 2017
GDPR what is it?
If you’re not up to speed on the forthcoming GDPR regulation to be in place on the 25th May 2018 please read our first GDPR article. Should you...
blogs
Digital (Robo) Investing
12th October 2017
CapGemini has recently released it’s 2017 World Wealth Report highlighting that hybrid advice models will be the future of wealth management. Hybrid advice1 refers to the concept of human advisers being heavily...
blogs
Compliance & Regulation
20th September 2017
GDPR what is it?
The EU have got together, Britain included and agreed over the last 4 years to implement new regulation to protect EU citizens’ personal data. The legislation is...
blogs
Client Engagement & Management
Digital Platforms & Tools
3rd August 2017
Ian McKenna recently published an interesting article on the new PSD2 and Open Banking standards due to be introduced in January 2018. Ian comments that client portals can greatly enhance fact-finding,...
blogs
Client Engagement & Management
Digital Platforms & Tools
2nd August 2017
Loukia Gyftopoulou of Wealth Manager magazine has written a great article to highlight the implications of GDPR, PSD2 and the opportunity (and threat) of technology available to manage a client’s...
blogs
Client Engagement & Management
Digital Platforms & Tools
26th July 2017
Why are they important?
Finances are a personal thing, there are things your clients want their adviser to know and manage for them and things that they may not want their...
blogs
Digital Platforms & Tools
19th April 2017
The client data in the back office is a mess
moneyinfo takes the data from your back-office system and overlays it with fresh, clean and up to date data from your platforms...
blogs
6th April 2017
On April 6th Sammedia, the leading supplier of digital client portals to both workplace and wealth management changed its name to moneyinfo.
moneyinfo provide a complete digital strategy for adviser firms with...
blogs
Client Engagement & Management
Digital Platforms & Tools
24th March 2017
At some point you’re going to need to offer your clients access to view their investments online
Your clients expect it and will start to question the service you give if...
blogs
Client Engagement & Management
Digital Platforms & Tools
7th February 2017
There is a secular trend already in motion across the financial services industry and that is a drive to give advisers and their clients a truly consolidated view across all...
blogs
Digital Platforms & Tools
Digital (Robo) Investing
19th January 2017
In a poll conducted by Panacea Adviser in 2016 nearly 90% of advisers felt that robo-advice is a threat to their business (*1)
If you stick your head in the ground and...
