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Value for money
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.
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.
100% privately owned
No integrations available for Cash Management
No integrations available for Cashflow Modelling
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No integrations available for Suitability Profiling
Integrates One Way
Integrates Both Ways