solution
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,...
view solutionEach week TWM highlights a solution provider in its directory. This week its moneyinfo, a fintech firm specialising in client portals and mobile apps for the wealth management industry.
You can read more about the company and solution below and access their pages on TWM HERE.
