Moneyinfo marries your clients' online banking with a new approach to portfolio reporting, providing your clients with a unique online service where they can view up-to-date information on their entire financial life. All under your firm's brand.
It 
allows your clients to view their disparate online banking balances and transactions, from banks, credit cards and loans alongside information you provide such as plan and portfolio valuations, and it does so transparently with a stunning, client-friendly interface that is so intuitive, it drives your clients to enter more information about their personal finances.
By providing an aggregated view of a client's entire financial life, the fact-finding process is transformed from a static ‘guess-find’ taken at one point in the client's life, to one that is constantly changing; a self-updating fact-find that records real income and expenditure alongside real changes in wealth. Moneyinfo allows you, the adviser, to react to changes in your client’s financial circumstances as and when they happen and deliver an ongoing cost-effective service.
Unique
Moneyinfo is unique. Unique in bringing everything together. Unique in the way it does it.
Information is presented to your clients in a beautifully animated way that encourages client engagement and input. It does away with our industry's obsession with tables of data, instead using interactive graphics to make reporting of complex data relationships suddenly seem obvious and simple.
In so doing, Moneyinfo allows you to deliver an online service that is both relevant and engaging to your entire client base.
With Moneyinfo, we believe that if we deliver something that the client wants, you will get what you want. Your client wants regular ongoing service from you, access to information when they need it, with convenience, simplicity and ease of use. You want accurate client data, you want to meet the demands of RDR and have the ability to target services profitably. Moneyinfo is the only service that delivers to you and your clients.