moneyinfo
HQ Address
Forward House, Henley-in-Arden, Warwickshire, B95 5AA, United Kingdom
Website Address
Business introduction
Making going digital easy for wealth managers
We deliver you a client portal and apps for Apple and Android that beautifully reflects your brand and meets your high net-worth client expectations
We are proud to work with some of the UKs most exceptional advisory businesses including Saunderson House, Hawksmoor, Kingswood, RC Brown, and Verso IM.
moneyinfo seamlessly integrates with your portfolio management and CRM systems, so we can automate report delivery and deliver efficient client onboarding and reviews with our fully customisable KYC process. Game-changing digital engagement with biometric security, WhatsApp style secure communications, and access for your introducers will help you meet your Consumer Duty, MIFID and GDPR responsibilities. Multi-currency valuations, performance reporting and a multi-generational view of family wealth delivers the information clients expect whilst custom content delivery including video can reassure and inform your clients.
A new digital service channel to transform your client engagement, improve your profitability, and deliver complete compliance confidence, complementing your existing investment in technology.
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,......
