Moneyinfo
Moneyinfo offers a client portal and mobile app for financial advisers, enhancing client engagement and streamlining financial services.
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Description
Moneyinfo provides a comprehensive client portal and mobile application specifically designed for financial advisers and wealth managers. The platform aims to reduce reliance on traditional paper and email communications, thereby improving efficiency in financial services. The branded applications offered by Moneyinfo are user-friendly and help increase both client logins and overall satisfaction, while ensuring compliance with industry regulations.
The solution supports over 180 firms across the UK, managing assets totaling £1.3 billion and significantly decreasing onboarding times for new clients. It is tailored for high-net-worth individuals, delivering a seamless experience akin to popular e-commerce platforms. Moneyinfo emphasizes ongoing support and training to facilitate successful implementation and consistent use of its services. By focusing on a digital experience, Moneyinfo aims to modernize client engagements and improve the overall client experience in the financial sector.
Features
Client Portal
A secure and intuitive portal for clients to access their financial information and documents.
Mobile Application
A dedicated mobile app that allows clients to manage their finances on the go, enhancing accessibility and engagement.
Paperless Solutions
Tools designed to minimize paper usage, fostering a more efficient workflow for financial advisers.
Compliance Support
Features that ensure adherence to regulatory standards in the financial services industry.
Ongoing Training
Continuous training and support for financial advisers to ensure effective use of the platform.
Tags
Documentation & Support
- Installation
- Documentation
- Online Support
- Updates