moneyinfo offers fully branded account aggregation software for wealth management, workplace and enterprise that delivers clients’ secure access to their entire financial life in one place. Includes branded apps for Apple and Android, tailored roll-out and adoption support and data feed management.

moneyinfo provides 24/7 access for your clients to their investments, savings, pensions, property, banking, mortgages, credit cards and insurances. With document sharing and secure messaging to allow organisations to communicate with clients easily, securely and cost effectively. All of their finances and all the associated paperwork, are organised and available at their convenience on any device.

moneyinfo.com

Registration details

  • Regulated company name
    Moneyinfo Limited
  • Provider type
    Third party provider

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