Multi award-winning account aggregation software, moneyinfo is the client portal that allows your clients’ secure access to their entire financial life in one place. moneyinfo can also help you to reduce administrative overheads for your business. Available on desktop and mobile.
Create a user-friendly and easy to manage FSA compliant website for you business, quickly and easily using our Netsite web-builder. Build a website that reflects your brand, your proposition and your culture, without worrying about the technical details.
Our online client feedback solution allows you to create email, paper-based or web questionnaires, making gathering, monitoring and analysing feedback from your clients easy. clientview gives you the tools you need to deliver a well-crafted client feedback process.