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moneyinfo

Willingness to recommend

3.54/5

Integrations

3.38/5

Value for money

3.21/5

Service

3.54/5
Based on 39 reviews

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About the provider

moneyinfo limited is a private fintech firm based in Henley in Arden, Warwickshire helping advice firms to drive efficiency through digital engagement with their own branded client portal and mobile apps.

We successfully work with more than 160 wealth management firms such a Saunderson House, Progeny Group, Hawksmoor, RC Brown, and Sutherland Independent, and have helped them to become mobile-enabled, removing paper and email while automating everyday workflow processes such as client reviews, onboarding and rebalancing.

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.

Our team are highly experienced and have a strong pedigree in delivering innovation to the financial advice and wealth management community.

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Ownership:

100% privately owned

AUM:

£70bn

NextWealth analysis

Among the 254 financial planners in our most recent survey that said they use a client portal, none said they use moneyinfo. As the tool receives more reviews on our directory, we will offer a view.

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Integrations

Based on 39 reviews
3.38/5

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Integrates One Way

Integrates Both Ways

Back Office Systems
Cash Management
Cashflow Modelling
Other
Platform
Research
Risk profiling and suitability

Adviser Office (IRESS)

Avelo

CURO (Time4Advice)

Fastrak

intelliflo office (intelliflo)

Xplan (Iress)

Insignis Cash Solutions

No integrations available for Cashflow Modelling

AJ Bell

Brooks Macdonald

DocuSign

Fundment

House Price Indices

iMix

Investec

IRESS Pulse

Legal and General

LGT Vestra

Margetts Fund Management

Marlborough Funds

Microsoft

Morningstar

NextGen Planners

Old Mutual IS

Pershing

Quai Administration

Rathbones

Royal London

Scottish Widows

Sippcentre

Skandia

Standard Life

Strabens Hall

Third Financial – Tercero

Wealthcraft

Yodlee Banking

Yodlee Stock Brokerage

7IM

abrdn Elevate

abrdn Wrap

Advance by Embark

Aegon

Aegon Platform (formerly Cofunds)

Aegon Retirement Choice (ARC)

AJ Bell Investcentre

Aviva

Aviva Bonds and Pensions

Cofunds

Fidelity Adviser Solutions

Hubwise

James Hay

M&G Wealth Platform

Novia

Nucleus

Parmenion

Pershing

Praemium

Raymond James

Seccl

The P1 Platform

Transact

Wealthtime

Morningstar

ThreeSixty

No integrations available for Risk profiling and suitability

Reviews

Willingness to recommend
Integrations
Value for money
Service
It is functional for what is needed at present.
Anonymous May 2022

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Willingness to recommend
Integrations
Value for money
Service
Just started to use it and it looks good so far
Anonymous May 2022
Willingness to recommend
Integrations
Value for money
Service
It is expensive and currently benefits from not having much competition which is any good! It needs to keep developing and perhaps listen to users more.
Anonymous May 2022

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