Wraps and Platforms
Moneyinfo links directly to Wraps and Platforms, taking bulk data and price feeds every 24 hours. There is no longer any need for you to key in data, valuations and changes to your clients' portfolios that just happen every day.
Many advisory firms today utilise two or more platforms within their business, however the downside of delivering a multi-platform service is that doing so results in an inconsistent user experience for your clients. Every platform has its own client servicing portal, and every one is different, but your business only has one customer base.
Your consistent service
Moneyinfo ensures your business provides a single client reporting and fact-finding experience, however many platforms you use. Your online client servicing becomes coherent and consistent, enabling all of your clients to benefit from Moneyinfo's advanced consumer-friendly interface and features, even if you use a number of different platforms or wraps, or move your investment servicing from one platform to another.
Your firm's online service should be your firm's online service. Every time a client logs in is an opportunity to strengthen your relationship, building ever stronger associations between their finances and their professional adviser. Moneyinfo supports that process by bringing everything that is important to your client, together in one place, under your brand.