A private FinTech firm specialising in account aggregation client portals and mobile apps for the wealth management industry. Our software is designed to help wealth managers address the communication challenges of the 21st century with their own secure, branded client portal and mobile app.
moneyinfo brings a client’s entire financial life including all of the associated documentation and 3rd party personal finance accounts together with a single login, available on any device, regardless of the multiple investment platforms, back office, or portfolio management systems used by the wealth manager.
We are proud to work with some of the UKs most exceptional advisory and investment management businesses including Saunderson House , RC Brown Investment Management , Saltus Private Clients , Whitechurch Securities , Progeny Wealth , and many more.
Our team are highly experienced and have a strong pedigree in delivering innovation to the financial advice and wealth management community.
We currently service 140 UK wealth management, financial advisory, and DFM firms, and track over £45bn of UK assets for more than 54,000 HNW end users (Aug 2020).