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moneyinfo

HQ Address

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

Website Address

www.moneyinfo.com

Ownership Type

Private

Connect with moneyinfo
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.

play Video Interview
Video Interview

moneyinfo: Some of the opportunities and challenges facing wealth managers in the UK

Compliance & Regulation, Digital Platforms & Tools

14/05/2018

As part our full interview with Tessa Lee, managing director of UK-based private client portal provider moneyinfo, we asked for Tessa's views on some of the opportunities and challenges facing wealth managers......
play Video
Video

Moneyinfo: Andrews Gwynne case study

Client Engagement & Management, Data Management & Analysis

04/03/2019

play Video
Video

Moneyinfo: IronMarket case study

Client Engagement & Management, Digital Platforms & Tools

01/08/2018

play Video
Video

Moneyinfo: Equilbrium case study

Client Engagement & Management, Digital Platforms & Tools

26/06/2018

play Video Interview
Video Interview

moneyinfo: An introduction to moneyinfo

Client Engagement & Management, Digital Platforms & Tools

08/05/2018

play Video Interview
Video Interview

moneyinfo: moneyinfo Wealth introduction

Client Engagement & Management, Data Management & Analysis, Digital Platforms & Tools

21/02/2018

play Video Interview
Video Interview

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
2002
employees
21-50
wealth management employees
21-50
clients
51-100
offices
1
Office 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,......

business needs
Client type
client geography presence
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