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Why do many advice firms prefer using moneyinfo as their portal of choice?

Having collaborated with numerous firms in implementing and utilising client portals, including those from various providers, practice management solutions, and independent versions, we took the opportunity to reflect on the factors that make moneyinfo stand out.

moneyinfo distinguishes itself with an exceptional user interface and client experience. Its user-friendly design significantly enhances the end clients' interaction, providing easy navigation, clear information, and valuable functionality.

The platform prioritises security and privacy, instilling confidence in clients by implementing robust measures such as encryption, two-factor authentication, and compliance with relevant data protection regulations.

moneyinfo offers powerful features and functionality that positively impact both firms and end clients. This includes the ability to establish workflows for automation, facilitate DocuSign or document acceptance, and efficiently store and share documents in a manner easily accessible to clients.

There is seamless integration with various platforms and providers allows for the retrieval of the latest valuation data, while integration with practice management solutions ensures the smooth transfer of clients and relevant data, ultimately saving time and providing a more accurate financial picture.

In today's digital age, mobile accessibility is paramount, and moneyinfo addresses this need with a dedicated branded mobile app for every firm, enabling clients to manage their finances on the go.

The support provided to advice firms is characterised by responsiveness and a well-trained team, essential for post-implementation support and addressing any queries that may arise.

The platform's fee structure is transparent, offering value for the comprehensive user experience and functionality provided. moneyinfo continuously evolves through regular maintenance and updates, addressing suggested changes and introducing well-documented new features that are communicated effectively.

Choosing the right portal involves thorough research into specific features required for the firm and its clients. Seeking advice from reference sites can provide valuable insights, including lessons learned and recommendations for achieving better outcomes. Going live on a portal marks the beginning of a journey, emphasising the importance of enabling adoption across the business and making the application an integral part of clients' lives.

The team here at Jigsaw Tree is proud to be moneyinfo's first accredited implementation partner. You can read more here.

Contact us today to learn more about how our accreditation partnership with moneyinfo can benefit your business. Call us on 0800 246 5416, or email and we will be only too pleased to speak with you.


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