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moneyinfo
Willingness to recommend
3.66/5
About the provider
moneyinfo limited is a private fintech firm based in Henley in Arden, Warwickshire helping advice firms to drive efficiency through digital engagement with their own branded client portal and mobile apps.
We successfully work with more than 160 wealth management firms such a Saunderson House, Progeny Group, Hawksmoor, RC Brown, and Sutherland Independent, and have helped them to become mobile-enabled, removing paper and email while automating everyday workflow processes such as client reviews, onboarding and rebalancing.
moneyinfo brings a client’s entire financial life including all of the associated documentation and 3rd party personal finance accounts together with a single login, available on any device, regardless of the multiple investment platforms, back office or portfolio management systems used by the wealth manager.
Our team are highly experienced and have a strong pedigree in delivering innovation to the financial advice and wealth management community.
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Ownership:
100% privately owned
AUM:
£95bn
NextWealth analysis
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.
Integrations
Based on 59 reviews
3.47/5
Integrates One Way
Integrates Both Ways
Adviser Office (IRESS)
Avelo
CURO (Time4Advice)
Fastrak
intelliflo office (intelliflo)
Wealth Craft
Xplan (Iress)
Insignis Cash Solutions
No integrations available for Cashflow Modelling
AJ Bell
Brooks Macdonald
DocuSign
Fundment
House Price Indices
iMix
Investec
IRESS Pulse
Legal and General
LGT Vestra
Margetts Fund Management
Marlborough Funds
Microsoft
Morningstar
NextGen Planners
Old Mutual IS
Pershing
Quai Administration
Rathbones
Royal London
Scottish Widows
Sippcentre
Skandia
Standard Life
Strabens Hall
Third Financial – Tercero
Wealthcraft
Yodlee Banking
Yodlee Stock Brokerage
7IM
abrdn Elevate
abrdn Wrap
Aegon
Aegon Platform (formerly Cofunds)
Aegon Retirement Choice (ARC)
AJ Bell Investcentre
Aviva
Aviva Bonds and Pensions
Cofunds
Fidelity Adviser Solutions
James Hay
M&G Wealth Platform
Morningstar Wealth Platform
Nucleus
Parmenion
Pershing
Quilter’s Platform
Raymond James
Scottish Widows
Seccl
SS&C Hubwise
The P1 Platform
Transact
Wealthtime
Wealthtime Select
Morningstar
ThreeSixty
No integrations available for Risk profiling and suitability
Reviews
Willingness to recommend
Integrations
Value for money
Service
Best portal out there. Pricing probably needs reviewing as not a fan of the current licencing model.
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
Clients don?t use it enough
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
Great product needs developing
Anonymous
October 2023
