Online Banking...all in one place
MoneyInfo delivers an all-encompassing approach to online banking. Until now, consumers have never been able to see their credit cards with one bank alongside their debit cards and other accounts which they may hold at a different bank.
Not only does MoneyInfo pull this information into one place, it combines it into the Income and Spending screens. So for the first time, the client actually has a picture of their total outgoings versus their income.
For privacy purposes, clients' statements are only visible to them, however advisers still benefit by gathering critical data on their finances. The client's account balances are summarised into the Assets and Liabilities screens, providing you, their adviser, with a constantly up-to-date summary of their overall wealth and debt. This means that you can tailor your client's financial advice more than ever before.