An introduction to Moneyinfo
Moneyinfo will aggregate your clients data from a number of sources and then present it securely online, branded as your firm via a stunning, animated, user friendly interface.
Moneyinfo provides a high-end reporting and fact finding experience to your clients, no matter the size of your business. 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.
Moneyinfo aggregates your client data and presents it back to your clients in ways that genuinely inform and engage. It will bulk import data from a number of sources, including fund supermarkets and back office software.
Adviser Office user?
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 20 minutes!
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. Other back office packages plan to be added later in 2009.
Fund Supermarkets support
You don’t have to have Adviser Office, or any back office software for that matter to benefit from the service.
If you have an account with Fidelity, Moneyinfo will bulk-download all of your clients’ holdings and data, generate user accounts and allow your clients to utilise the full suite of tools it provides. Skandia and Co-Funds support will be added within the next couple of months.
Moneyinfo’s client input capabilities will allow your clients to extend the data provided by the fund supermarkets to include their assets and liabilities, income and expenditure and plans and policies.
Fact finding
You can create users yourself to allow new clients to login through your website and complete a broad fact-find prior to your meeting.
If, at any point in the future, you decide to upgrade to a Moneyinfo supported back office product, Moneyinfo will bulk download all of your clients’ data to your new package, saving you days of input work!.