What is Moneyinfo?
Moneyinfo is an all-encompassing digital solution tailored for wealth management and financial advisory firms, featuring a web and mobile interface that mirrors the unique branding of each firm. Clients can easily gain access to their entire financial picture—including investments, savings, pensions, banking, mortgages, credit cards, insurances, and property valuations—through a single secure login that is accessible 24/7. By aggregating information from multiple sources, the platform allows users to view their financial accounts and assets within one unified interface. Additionally, it provides secure messaging, document sharing, and cloud storage options, complemented by biometric login and integrated e-signature functionalities. This advanced feature set facilitates improved communication and collaboration between advisers and clients while ensuring compliance with necessary regulations. Moreover, Moneyinfo offers workflow automation, onboarding tools, and personalized portfolio and performance insights, all delivered through a mobile application specifically designed for the firm, which enhances client engagement and nurtures loyalty. The platform’s intuitive design is crafted to make managing a client’s financial affairs easier, proving to be an invaluable asset for both advisers and their clients alike, thereby reinforcing its essential role in modern financial management.
Pricing
Price Starts At:
Free
Free Version:
Free Version available.
Integrations
No integrations listed.
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Screenshots and Video
Company Facts
Company Name:
Moneyinfo
Date Founded:
2002
Company Location:
United Kingdom
Company Website:
moneyinfo.com
Product Details
Deployment
SaaS
iPhone
iPad
Android
Training Options
Documentation Hub
Online Training
Webinars
Video Library
Support
Standard Support
24 Hour Support
Web-Based Support
Product Details
Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English