moneyinfo

MoneyInfo is all about enabling online advice and optimising the use of the web as a means of dealing with your clients cost-effectively. MoneyInfo removes the cost and complexity of consolidating essential information and producing paper valuations. It delivers on demand online access to everything a client considers financial in an easy to understand user experience and can be utilised in support of your overall service proposition.

MoneyInfo aggregates portfolio information from your investment platforms and non-managed finances from bank and credit card accounts with a single, secure login under your own brand.