Audience

Wealth managers, financial planners, private banks, and advisory firms seeking a tool to centralize client finances, improve engagement, and streamline secure communication and document workflows

About Moneyinfo

Moneyinfo is a digital wealth relationship and client portal platform that gives financial advisory and wealth management firms a branded web and mobile experience where their clients can securely view and manage their entire financial life, including investments, savings, pensions, banking, mortgages, credit cards, insurances, and property valuations, all in one place with 24/7 access and a single login. It aggregates data from multiple sources so clients see a consolidated view of their accounts and assets, supports secure messaging, document sharing, and storage, biometric login, and integrated e-signatures, and lets advisers communicate and collaborate with clients more effectively while staying compliant and digital-first. Moneyinfo also includes workflow automation, onboarding tools, portfolio and performance summaries, and mobile app delivery fully tailored to a firm’s brand to increase client engagement and loyalty.

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Pricing

Starting Price:
Free
Free Version:
Free Version available.

Integrations

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Company Information

Moneyinfo
Founded: 2002
United Kingdom
moneyinfo.com

Videos and Screen Captures

Moneyinfo Screenshot 1
Moneyinfo Screenshot 1
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Product Details

Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
24/7 Live Support
Online

Moneyinfo Frequently Asked Questions

Q: What kinds of users and organization types does Moneyinfo work with?
Q: What languages does Moneyinfo support in their product?
Q: What kind of support options does Moneyinfo offer?
Q: Does Moneyinfo have a mobile app?
Q: What type of training does Moneyinfo provide?
Q: How much does Moneyinfo cost?

Moneyinfo Product Features