MoneyInfo is a portal software that provides financial advisors and their clients with a centralized, secure platform to manage financial data, view investments, and monitor financial performance. The platform offers a comprehensive overview of portfolio details, transaction history, and performance analytics, giving clients a transparent view of their financial status. MoneyInfo supports secure document sharing and client-advisor communication, enabling real-time collaboration and decision-making. The platform’s mobile accessibility allows clients to access their financial information from anywhere, enhancing convenience and engagement. Ideal for financial advisors and wealth management firms, MoneyInfo improves client communication, enhances data accessibility, and builds trust through transparency and security.
Moneyinfo Limited
United Kingdom
Proprietary
Risk Management
