IFA-Netsite

Moneyinfo

• Introduction
• Data Integration
• Valuations
• Client Reporting
• 1st Adviser Office
• Fact Finding
• Assets and Liabilities
• Income
• Expenditure
• Portfolio
• Cost
• Request Moneyinfo

Data integration

Moneyinfo bulk imports data from multiple sources then aggregates the imported data around your client.

At present, Moneyinfo can bulk-import your client data from 1st Adviser office & Fidelity Funds Network. If you are an IFA that uses both, Moneyinfo automatically cross-references that data from both t provide an aggregated view for your clients.