Overview
What is MoneyInfo?
MoneyInfo is a client portal and mobile app solution designed specifically for financial advisers and wealth managers. According to the vendor, this platform aims to enhance client engagement, increase client loyalty, improve profitability, and provide compliance confidence. MoneyInfo caters to a range...
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Product Details
- About
- Tech Details
What is MoneyInfo?
MoneyInfo is a client portal and mobile app solution designed specifically for financial advisers and wealth managers. According to the vendor, this platform aims to enhance client engagement, increase client loyalty, improve profitability, and provide compliance confidence. MoneyInfo caters to a range of firms, from financial planners to global wealth managers, and is utilized by professionals in the financial advisory, wealth management, investment management, financial planning, and retirement planning industries.
Key Features
Efficiency: According to the vendor, MoneyInfo's client portal boosts client loyalty by prioritizing the clients' needs and complementing the financial advice or wealth management service. The fully branded mobile apps enable clients to conveniently engage with the service from any location, fostering trust and increasing engagement.
Brand: MoneyInfo's client portal and mobile apps are fully branded, reflecting the identity of the advisor or wealth manager instead of relying on a third-party brand. The vendor emphasizes that leveraging the trusted brand of the advisor reinforces data protection and strengthens the trust between the advisor and the client.
Mobile: MoneyInfo provides a seamless experience across mobile and web devices, ensuring that clients can access the service from their smartphones, tablets, and computers. The vendor highlights that the always mobile feature allows clients to interact with the advisor or wealth manager using their preferred device, offering convenience and accessibility.
Manage: According to the vendor, MoneyInfo's client portal and mobile apps offer secure and encrypted access to all client financial information, providing peace of mind regarding the protection of sensitive data. The platform streamlines operations by reducing paperwork, automating reporting processes, and seamlessly integrating with various systems. This integration enhances productivity, minimizes manual data entry, and enables efficient data management throughout the business.
MoneyInfo Features
- Supported: Content Management
- Supported: Search/Filter
MoneyInfo Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based |
