moneyinfo Limited

A private FinTech firm specialising in account aggregation client portals and mobile apps for the wealth management industry. 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.

The Challenge

The cost of advice is too high. It is not available to the majority of the population at a price they can afford. Technology is the only solution to this problem. The answer is not to replace advisers with technology but to enable advisers to deliver advice to more people through the use of technology.

The Solution

The majority of the time spent in delivering advice is gathering data. It’s the bit clients dislike and they often fail to provide accurate information. Imagine if all clients had all their finances in one place…

The Importance

We are helping advisers to adapt to the new normal with a complete digital service channel delivering safe and secure client communications, document sharing and e-signatures to create efficient client onboarding, reviews and re-balancing with many existing processes compressed from weeks to minutes.

moneyinfo is designed it to be as easy to use as WhatsApp and allows clients to communicate with their adviser on their smartphones, tablets and PCs, whatever’s convenient to them. It speeds up onboarding, client reviews and rebalancing from days to minutes leaving them both secure and more efficient.

“Something that would’ve taken weeks is now taking 3 or 4 minutes.” Jason Betteridge, Managing Director, Sutherland Independent Limited.