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Home Client Portal moneyinfo

Willingness to recommend

3.57/5

Based on 21 reviews

Value for money

3.33/5

Support

3.67/5

Integrations

3.43/5

Based on 21 reviews

A private FinTech firm specialising in account aggregation client portals and mobile apps for the wealth management industry. moneyinfo offer a better client experience to financial advisers, wealth managers and discretionary fund managers through the provision of fully white-labelled client portals and branded apps for Apple and Android. moneyinfo enables clients to bring together their entire financial life under a single login all in the advisers brand, delivering the client a better experience whilst providing the adviser with a digital service channel to re-engineer their businesses, removing email and post to increase security and efficiency and enable firms to provide advice to more clients more profitably. We currently service 150 UK wealth management, financial advisery, and DFM firms, and track over £45bn of UK assets for more than 54,000 HNW end users (Aug 2020).

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

3.43/5
Based on 21 reviews
Cash Management
Cashflow Modelling
Other
Platform
Practice Management System
Research
Suitability Profiling

Insignis Cash Solutions

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

Royal London

Scottish Widows

Standard Life

Yodlee Banking

Yodlee Stock Brokerage

7IM

Advance by Embark

Aegon Platform (formerly Cofunds)

Aegon Retirement Choice (ARC)

Aviva

Cofunds

FundsNetwork

Hubwise

Investcentre (AJ Bell)

James Hay

Novia

Nucleus

Parmenion

Standard Life Wrap

Transact

Wealthtime

Adviser Office (IRESS)

CURO (Time4Advice)

intelliflo office (intelliflo)

Xplan (Iress)

FE Analytics

M&G Wealth Platform

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
4/5
Service
It is excellent and clients love it. Just wish it spoke to more systems but sure it will get there.
Anonymous September 2020
5/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
2/5
Willingness to recommend
2/5
Integrations
2/5
Value for money
2/5
Service
No comment left by user
Anonymous September 2020
2/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
1/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
5/5
Service
No comment left by user
Anonymous September 2020
2/5
Willingness to recommend
2/5
Integrations
2/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
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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