This collaboration enables firms using moneyinfo to pull clean, analysed and reconciled investment data directly from the Point platform into their client-facing digital portals — enhancing the accuracy, reliability, and timeliness of the information presented to end clients.
About moneyinfo
moneyinfo is a secure client portal platform that consolidates reporting, messaging, and document sharing into a single branded experience. It is widely used across the UK wealth management sector to improve client communications, digitise service delivery, and deliver cutting edge digital wealth management experiences into the hands of end clients.
Integration overview
With this new integration:
- Point acts as the data orchestration layer that aggregates, reconciles, analyses and transforms investment data from disparate systems — custodians, PMS, back-office tools — and then shares that data seamlessly with the moneyinfo digital engagement applications.
- Wealth managers gain confidence that the investment data presented to clients is accurate, up-to-date, and aligned with internal records. Critically it is the same data that they are using to make better, more informed investment decisions.
- Client reporting generated by Point and performance dashboards in moneyinfo reflect high-quality data without manual intervention or spreadsheet stitching.
- Advisers and relationship managers benefit from better client interactions by having a single source of truth across digital and operational workflows.
Synergetic benefits of using Point and moneyinfo together
The combination of Point and moneyinfo creates a powerful client engagement front-to-back data and engagement layer. Point handles the complexity of data transformation, reconciliation, analysis and validation, while moneyinfo focuses on delivering that trusted data through a seamless, secure client experience.
Together, they help investment and wealth managers:
- Reduce operational risk by eliminating data inconsistencies between internal systems and what clients see.
- Accelerate digital transformation without needing to rebuild infrastructure or replace core systems.
- Meet UK compliance expectations by ensuring accurate and timely data delivery for client communications.
Use cases
- Client Reporting: ensure that performance, holdings, and valuation data in the portal is always aligned with internal books and records.
- Client Onboarding: automate the flow of clean data into the client portal from day one, with minimal manual processing.
- Secure Messaging and Document Delivery: deliver Point-verified reports through moneyinfo’s compliant, secure document-sharing features.
Part of a broader ecosystem
This integration marks another milestone in Point’s growing network of partnerships with front-office and client engagement tools. We remain focused on helping investment firms establish a unified, reliable data foundation, regardless of the systems they use across their stack.
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