moneyinfo limited is a private fintech firm based in Henley in Arden, Warwickshire specialising in client portals and mobile apps for the wealth management industry. 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.
moneyinfo brings a client’s entire financial life including all of the associated documentation together with a single login, available on any device, regardless of the multiple investment platforms or back office systems being used by the adviser. Our software is designed to help wealth managers address the challenges of the 21st century with their own branded client portal and mobile app.
CPD Courses and Workshops Available
Going Digital Is Easier Than You Think…CPD
Seminar | MoneyinfoMoneyinfo
An opportunity for wealth managers; financial advisers and finance professionals to learn about and debate the suitability of digital technologies available to help them to engage with their clients more effectively online. Find out about advancements in client portal technology that allow businesses to comply with regulatory requirements; whilst streamlining their business processes and reducing operating costs. Learn about how to achieve adoption and ongoing engagement as well as how to successfully implement a digital strategy alongside existing IT infrastructure.