Moneyinfo launches smartphone app for advisers
- Wednesday, 16 December 2020
- Articles
Fintech Moneyinfo has launched a smartphone app which gives advisers access to Moneyinfo back office tools and allows them to communicate with clients via their smartphones.
Read more...Guest Column: 5 Adviser Tech Innovations in lockdown
- Friday, 19 June 2020
- Comment
As dawn broke on 17 March, we sent out the bat signal to the moneyinfo crew to implement our business continuity plan, writes Tessa Lee, MD of fintech moneyinfo.
Read more...MiFID II support tool for wealth managers unveiled
- Tuesday, 16 July 2019
- Articles
Moneyinfo, a client portal provider for advisers, has launched a new tool for DFMs and wealth managers to help them to meet the MIFID reporting obligations, recently identified by advisers as their biggest headache.
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