moneyinfo is a private FinTech firm based in Henley in Arden, Warwickshire. We work with businesses in financial advice, wealth management and workplace. We believe in the need for financial advice and are proud to work with some of the UKs most exceptional advisory businesses. We provide innovative web-based client solutions to many leading UK financial adviser firms including Sesame Bankhall, Aon, Tenet, Iress, Towry and Saunderson House.
We have developed our moneyinfo client portal technology to allow aggregation of investments, insurance and pensions alongside a client’s personal finances and other assets. Our objective is to help advice firms take their propositions online and compete effectively against other digital emerging threats that aim to dis-intermediate professional advisers.
The issues: The cost of advice is too high. It is not available to the majority of the population at a price they can afford. Technology is the only solution to this problem. The answer is not to replace advisers with technology but to enable advisers to deliver advice to more people through the use of technology.
The Solution: The majority of the time spent in delivering advice is gathering data. It’s the bit clients dislike and they often fail to provide accurate information. Imagine if all clients had all their finances in one place… To find out more, sign up for one of our regular webinars here.