moneyinfo is the multi-award winning account aggregation app built specifically for advisers under their own brand that empowers them to engage with next gen clients on the devices they use most, when and where it suits them.
With the mass adoption of basic mobile banking in the last ten years making this kind of tech mainstream, the moneyinfo app allows advisers to create their own digital relationship with the next generation, and longer-term create stickier, more engaged clients.
The app helps advisers to develop more meaningful relationships with their older clients children earlier on their financial journeys. With a single login to access their entire wealth, moneyinfo also allows for easy storage of financial documents and linked-account net worth reporting for inter-generational planning too.
This innovative tech is spearheading a new way of building those valuable long-term connections with this difficult to reach age group, adding value and improving the client experience.