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.