1st Adviser Office integration
Moneyinfo provides the most advanced integration into Adviser Office of any portfolio/client reporting service available today.
Adviser Office users are able to decide which clients they want to make Moneyinfo available to, then bulk upload that data to their Moneyinfo site.
Moneyinfo transforms your raw client data into useful, accessible information that your clients can explore, play with and analyse. You can decide whether clients are allowed to add to and update their information online, and our Moneyinfo Manager application allows you to keep your data in sync.
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.