moneyinfo

See the bigger picture

Multi award-winning account aggregation software, moneyinfo is the client portal that delivers clients’ secure access to their entire financial life in one place all beautifully presented under your brand. With built in automated aggregation from Intelligent Office as well as daily feeds from platforms, providers, bank accounts and self-managed investments, data is delivered seamlessly into interactive, animated net worth, spending and income graphs.

Your client’s entire financial life in one place

Your client’s entire financial life brought together in one place beautifully under your brand. Mobile and web-based, moneyinfo provides 24/7 access for your clients to their investments, savings, pensions, property, banking, mortgages, mortgages, credit cards and insurances. Drive down your administrative overheads, comply with GDPR and be your client’s go-to finance app. moneyinfo is fully branded for your business including branded apps for apple and android.

Link accounts to provide a complete family balance sheet

View client, partner, dependants and trust accounts together on a single screen for a complete family balance sheet.

Your client’s digital financial filing cabinet

Remove the time and cost of producing and mailing paper reports, let your clients access their information on demand. All of their finances and all the associated paperwork, organised and available at their convenience – all under your brand Two-way document sharing and messaging with alerts and push notifications makes collaboration between you and your clients secure and easy.

About us

moneyinfo limited is a private fintech firm based in Henley in Arden, Warwickshire specialising in client portals and mobile apps for financial advisers and wealth managers. We are proud to work with some of the UKs most exceptional advisory businesses including Saunderson House, Aon, Prydis Wealth, Andrews Gwynne, Citywide and many more.