HQ Address

Forward House, 17 HighStreet, Henley-in-Arden, Warwickshire, B95 5AA, United Kingdom

Website Address

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Business introduction

We're on a mission to make the wealth management community be the best it can be. By taking client engagement to the next level, one ambitious firm at a time

Our client portal and mobile apps are the must-have technology for forward-thinking wealth managers

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.

Welcome to moneyinfo


Take a couple of minutes to learn how moneyinfo can help you deliver a better client experience.  Two minutes to reset your expectations on how we can help you take full advantage of......

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
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Family Offices
  • Financial Advisors

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,......

business needs
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