moneyinfo
HQ Address
Forward House, Henley-in-Arden, Warwickshire, B95 5AA, United Kingdom
Website Address
Ownership Type
Private
Business introduction
Beautiful client portals for wealth management
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.
moneyinfo: A headline view on the status, challenges and barriers to quality client reporting in the UK wealth management sector
Client Communications & Reporting, Digital Platforms & Tools
08/10/2019
moneyinfo: More on moneyinfo’s characteristics, development focus and how it benefits the needs of wealth managers
Client Communications & Reporting, Digital Platforms & Tools
08/11/2019
moneyinfo: where can the UK wealth management sector most improve its client reporting capabilities?
Client Communications & Reporting, Digital Platforms & Tools
25/10/2019
moneyinfo: An update on what moneyinfo is and how it supports the needs of wealth managers
Client Communications & Reporting, Digital Platforms & Tools
25/09/2019
moneyinfo Q&A video: Cleansing your data
29/08/2019
moneyinfo Q&A video: Supporting adoption
27/08/2019
Moneyinfo Q&A video: Increasing service efficiency
22/08/2019
moneyinfo Q&A video: Back office integration
20/08/2019
moneyinfo Q&A video: Automated reporting
15/08/2019
moneyinfo Q&A video: Data aggregation II
13/08/2019
moneyinfo Q&A video: Data aggregation
08/08/2019
moneyinfo Q&A video: GDPR and moneyinfo
06/08/2019
moneyinfo Q&A video: Branding
01/08/2019
moneyinfo Q&A video: What makes moneyinfo special?
Client Engagement & Management, Digital Platforms & Tools
30/07/2019
moneyinfo Q&A video: Secure communications
25/07/2019
moneyinfo Q&A video: Addressing security concerns?
23/07/2019
moneyinfo Q&A video: Why’s moneyinfo different?
Client Engagement & Management, Digital Platforms & Tools
18/07/2019
moneyinfo Q&A video: What is a client portal?
Client Engagement & Management, Digital Platforms & Tools
16/07/2019
Moneyinfo: Andrews Gwynne case study
Client Engagement & Management, Data Management & Analysis
04/03/2019
moneyinfo: moneyinfo Wealth introduction
Data Management & Analysis, Digital Platforms & Tools
21/12/2018
Moneyinfo: IronMarket case study
Client Engagement & Management, Digital Platforms & Tools
01/08/2018
Moneyinfo: Equilbrium case study
Client Engagement & Management, Digital Platforms & Tools
26/06/2018
moneyinfo: Some of the opportunities and challenges facing wealth managers in the UK
Compliance & Regulation, Digital Platforms & Tools
14/05/2018
moneyinfo: An introduction to moneyinfo
Client Engagement & Management, Digital Platforms & Tools
08/05/2018
TWM video: moneyinfo's pitch at the PIMFA FinTech conference in September 2017
Client Engagement & Management, Digital Platforms & Tools
21/09/2017
Business Overview
We have developed our moneyinfo client portal technology to allow aggregation of investments, insurance and pensions alongside a client’s personal finances and other assets. Our objective is to help wealth managers compete effectively against other digital emerging threats that aim to dis-intermediate professional advisers.
The issues
The cost of advice is too high. It is not available to the majority of the population at a price they can afford. Technology is the only solution to this problem. The answer is not to replace advisers with technology but to enable advisers to deliver advice to more people through the use of technology.
The solution
The majority of the time spent in delivering advice is gathering data. It’s the bit clients dislike and they often fail to provide accurate information. Imagine if all clients had all their finances in one place.
Key Data
Year founded
2002employees
21-50wealth management employees
21-50clients
51-100offices
1Office Regional Presence
- Western Europe
Type of Clients
- Independent Financial Advisor
- Multi-Family Office
- Private Client Investment Manager
Client Regional Presence
- Western Europe
Leading client geographies
- United Kingdom
moneyinfo Solutions
moneyinfo wealth
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,......
