moneyinfo

We’re honoured to support Tom Skinner from Barnaby Cecil on his incredible journey across the #Atlantic in the World's Toughest Row.   Taking on 3,000 miles of open ocean is no small feat, and Tom’s determination to raise £100,000 for The Lewy Body Society makes this challenge even more meaningful. It’s an important cause for him, and you can read more about his story here: https://lnkd.in/eGCdnZZg.   We’re proud to be part of this mission and are looking forward to cheering him on while he makes waves for such an important cause.   #WorldsToughestRow #LewyBodyDementia #AtlanticRow2024 #RowForACause

Did you know that for clients using a portal to access your services online, app users log in four times more often than web users? In 2023 alone, over 70% of our clients' logins came from apps. That’s because a mobile experience offers the convenience and familiarity that today’s clients expect - just think about how often you use WhatsApp or check your phone throughout the day. For advice firms, a branded app not only enhances client engagement but also increases brand visibility. Each time a client unlocks their phone, your brand is front and centre. Ready to boost client loyalty and unlock your peak performance? Book a discovery call today: https://lnkd.in/eBXN8t_B

Did you hear another one of our clients are in the 2024 Citywire New Model Adviser Top 100? This time, it's Cooper Parry Wealth! We're proud to be working with Cooper Parry Wealth, and to be part of their journey to remain in this years Citywire NMA Top 100. Supporting them to unlock their peak performance with our digital relationship management tools and app 📱. Bold, trusted, together... We are moneyinfo!

While the term 'client portal’ suggests that it is exclusively for your clients, it's a multi-faceted solution that will deliver benefits across every element of your business. With moneyinfo, your advisers can also stay connected on the move, outdated processes are re-engineered, and all stakeholders - from paraplanners to third party professional connections - are seamlessly engaged. The result? A more efficient business with clean, updated data and streamlined workflows, leading to greater client retention and higher business value. As Daniel McMahon from Hymans Robertson Personal Wealth noted, “95% of clients complete the entire journey without any chasing from our team.” Ready to unlock the full potential of your client portal? Learn more here: https://lnkd.in/e6uqwX8A

Ovation Finance Ltd has been helping clients become happier, not just wealthier, for over 20 years. Partnering with moneyinfo was a natural step toward modernising their client experience. Their branded app offers secure messaging, document sharing, and account aggregation - all accessible via a single login, making life easier for both clients and their advisers. “We see our relationship with moneyinfo as a long-term partnership,” says Practice Manager Cheryl Frazer. She highlights how smooth the onboarding process was getting set up as a new client, with moneyinfo helping to customise the portal and apps to enhance both client experience and back-office efficiency. Through the extensive list of integrations and APIs available, clients can book appointments, manage documents, and access their entire net worth at any time. Together, moneyinfo is supporting Ovation to deliver a better way to do business in financial planning, helping them to unlock their peak performance

Are you a forward-thinking #WealthManager or #FinancialPlanner looking for a trusted technology partner to help you transform productivity & efficiency? Check out our profile on The Wealth Mosaic's global digital marketplace to learn how we're supporting ambitious firms to unlock their peak performance with our best-in-class financial technology: https://lnkd.in/gd7KZKN

Our best-in-class technology empowers over 200 financial planning and investment management firms to deliver thousands of reports each month, securely and effortlessly through their own fully branded client apps. Instead of printing and posting thousands of documents, you can automate the delivery of everything from report packs to tax vouchers, reducing costs and cutting down on paperwork. As Alan Beaney, CIO of RC Brown Investment Management PLC, notes: “What we have saved on postage and printing has already covered our annual fee.” Ready to unlock your peak reporting performance? Find out how here: https://lnkd.in/eeD5kt4t

Younger clients increasingly expect financial advice to be made available to them using mobile apps. Research from Money Marketing reveals 40% of young investors would like to receive information via mobile communication in the future. It’s a challenge - but also an opportunity - to engage tomorrow’s high earners. At moneyinfo, we are seeing this shift up close. And research we conducted with Compeer Limited shows that over half of high-net-worth clients with £1m+ in investments want better digital tools, including mobile apps and client portals. Learn more about tools available to help you to unlock your peak performance: https://lnkd.in/eC4JsTEc

Inside day 4 of the Adviser 3.0 advent calendar, you'll find Tessa Lee, Managing Director at moneyinfo! ⛄ In our session from earlier in the year on 'Dinosaurs to DRM' - Tessa takes you on a journey through time, from the prehistoric days of static valuations to the cutting-edge digital solutions transforming the industry today This is a must-watch webinar for ambitious, forward-thinking advisers and wealth managers looking to stay ahead of the curve in the rapidly evolving world of WealthTech. ▶️ Watch the replay: https://lnkd.in/g_cwdbhq

Adapting to the digital age means rethinking how advice is delivered. For firms like Progeny, the move to digital communication during lockdown wasn’t just a necessity - it was a transformation. Using moneyinfo, they reduced printing by over 75,000 pages and fully embraced digital document sharing and electronic signatures, improving operational efficiency, whilst reducing their environmental footprint. Neil Moles, CEO of Progeny, noted: “We’ve become a technology company overnight that advises clients.” Curious about how going digital can streamline your operations, unlocking your peak performance? Learn more about our best-in-class financial technology here: https://lnkd.in/efCcxtzD