Fintech Moneyinfo, which provides client portals for financial advisers and wealth managers, is to launch an improved client onboarding integration with Seccl, the Octopus-owned embedded investment platform.

Fintech Moneyinfo has added a digital fact find allowing Financial Planners to gather fact find information from clients via their own branded app.

Fast growing Financial Planning and wealth management firm Kingswood has unveiled a new online portal for clients called Kingswood Go.

The Hubwise platform and fintech moneyinfo have signed a deal to provide automatic delivery of Hubwise platform reports to advisers’ clients.