Client reporting: Moneyinfo
The online client-servicing and reporting tool for IFAs.
Moneyinfo is a sister service to IFA-Netsite. It provides a high quality online reporting service for existing customers.
Moneyinfo provides integration with back office software and fund supermarkets. It provides fact-finding and client-updateable data alongside analysis and portfolio services.
Moneyinfo integrates your client data from a number of sources then presents it back to your clients in ways that genuinely inform and engage. It is more than just a client login / portfolio tool. It’s an information and relationship bridge between you and your clients.
Clients are able to log in to view and analyse their income and expenditure, assets and liabilities and of course plans and portfolios, but what differentiates Moneyinfo is not just what they can access, but how they do it.
Beautifully animated charts illustrate relationships and allow comparisons and analysis with daily fund and share prices fed from Financial Express. Your clients can not only value their existing portfolio on a daily basis, but also explore and compare every UK onshore and FSA recognised offshore fund as well as London Stock Exchange equities.