Value proposition

We’re here to get the wealth management community fit for the future, with game-changing client engagement.

Technology.
It’s what makes the modern world turn.
Keeps us up to date. Informed.
Makes everything easier.
Unless you’re taking financial advice.
Then it’s more fax machine than mobile. Recorded delivery, not instant message.
That’s where moneyinfo come in.
We’re here to get the wealth management community fit for the future.
With a secure, fully brandable app,
to make your clients’ lives easier.
Keeping them closer.
Maintaining their loyalty.
And improving your profitability.
We’re harnessing technology to help
this industry be the best it can be.

We are moneyinfo.

Game-changing client engagement

Account Aggregation Software, Financial Services, Software Development, Client Portals, Wealth Management, Employee Benefits Consultants, Valuation Software, Independent Financial Advisers, Account Aggregation, and FinTech