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Home Client Portal moneyinfo

Willingness to recommend

3.69/5

Based on 26 reviews

Value for money

3.46/5

Support

3.85/5

Integrations

3.46/5

Based on 13 reviews

We believe that technology should make your life easier, taking an existing process and providing new benefits in efficiency, time-saving and capability.

Our portals and apps are designed to complement your client relationship, helping them to track all of their finances and manage their important financial documents under your brand. It’s their ‘go-to’ financial app and provides you with a secure communications channel to keep you in your client’s mind for everything financial.

moneyinfo is designed to complement your service, seamlessly providing the link between you and your client when you’re not face to face. Making everything secure and accessible and helping deliver financial peace of mind.

Our goal is to make you more efficient so that you can deliver advice to more clients more profitably. We believe in financial advice and are proud to work with many of the industry’s leading companies.

NextWealth view

Among the 254 financial planners in our most recent survey that said they use a client portal, none said they use moneyinfo. As the tool receives more reviews on our directory, we will offer a view.

Assets under influence:
£27BN+
Ownership:
100% privately owned

Integrations

3.46/5
Based on 13 reviews
Cash Management
Cashflow Modelling
Other
Platform
Practice Management System
Research
Suitability Profiling

No integrations available for Cash Management

No integrations available for Cashflow Modelling

Brooks Macdonald

Friends Life

House Price Indices

iMix

IRESS Pulse

LGT Vestra

Margetts Fund Management

Marlborough Funds

Old Mutual IS

Pershing

Quai Administration

Scottish Widows

Standard Life

Yodlee Banking

Yodlee Stock Brokerage

7IM

Aegon Platform (formerly Cofunds)

Aegon Retirement Choice (ARC)

Ascentric

Aviva

Cofunds

FundsNetwork

Hubwise

Investcentre (AJ Bell)

James Hay

Novia

Nucleus

Parmenion

Standard Life Wrap

Transact

Wealthtime

Adviser Office (IRESS)

CURO (Time4Advice)

Intelligent Office (Intelliflo)

Xplan (Iress)

FE Analytics

No integrations available for Suitability Profiling

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for moneyinfo
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous March 2020
5/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
All round good performance and developing over time.
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
5/5
Service
Have recommended them today
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
5/5
Service
"fantastic system
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
5/5
Service
No comment left by user
Anonymous March 2020
1/5
Willingness to recommend
1/5
Integrations
1/5
Value for money
1/5
Service
according to team its awful to use and data inaccuracy is a big issue
Anonymous March 2020
2/5
Willingness to recommend
2/5
Integrations
1/5
Value for money
2/5
Service
Not as good a portal as I initially thought: - lack of bespoke expense categories (you can change sub-cats) - lack of changing expense sub-cats once and them being able to be used across each client - you have to do each client individually - client cannot upload an excel s/sheet - most clients use one of these in some way - chat is clunky - AI on expense categorisation for client is not great
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
4/5
Service
No comment left by user
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
First impressions of Money Info are that it adds value to clients and has been well received
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous March 2020
1/5
Willingness to recommend
1/5
Integrations
1/5
Value for money
1/5
Service
No comment left by user
Anonymous March 2020
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