Our vision is to take advice online. Our aim is to deliver the best financial technology and bring it together with the best financial advisory businesses; to enable you to give your clients what they want, when they want it.
Our solutions tie the client experience together across your advice process. Your website, your client portal and your client feedback; we enable you to connect more frequently with more clients. Your financial advisory services beautifully presented under your brand.
We work with businesses in personal financial advice and planning, wealth management and workplace. We believe in the need for financial advice and are proud to work with some of the UK's most exceptional advisory businesses.
1st Software’s original founders are working together again at Sammedia.12/11
James Hay Partnership, the platform for retirement wealth planning, has linked with Sammedia’s Moneyinfo30/10
Valuations will be updated in line with the Standard Life platforms as well as 16 other platforms that are connected to Moneyinfo.