Integrating with 1st Adviser Office.
Moneyinfo provides the most advanced integration into Adviser Office of any portfolio/client reporting service availabe today. Yet it also boasts the lowest running costs.
Moneyinfo integrates fully with 1st Adviser Office. 1st users are able to download a small Moneyinfo client program to their desktop, decide which clients & what data they want to make available, then bulk upload that data to their Moneyinfo site.
All data is encrypted then transmitted via a secure connection to Sammedia’s servers in London’s docklands. Only you and your clients can access the data.
Moneyinfo transforms your raw client data into useful, accessible information that your clients can explore, play with and analyse. All in around 2 minutes!
The Moneyinfo approach to online analysis provides your firm with full control, as well as saving you time. Because there are no setup fees, you can save money, too!
You can decide whether clients are allowed to add to and update their information online, and you can also choose whether you want your clients to be able to update your own back office records.
Seamless, convenient, cost effective.
All of this is possible because Moneyinfo takes full advantage of the Adviser Office API, a programmatic level of integration that makes your online data an extension of your office data. Exporting all of the data on, say 100 clients, takes about one minute.
If you want to know more about how Moneyinfo works with Adviser Office;
call Sammedia on 0845 4560304.