BACK TO DEMO LIST
What is EATT?
EATT 2025 Battle of the Tech Demo – Moneyinfo
Synopsis:
- Client Portal & Digital Relationship Management – Seamlessly connects planners, advisors, and clients with secure messaging, document sharing, workflows, portfolio insights, and valuations.
- Adviser App – The Money Info Manager app provides instant mobile access to client information, secure communications, and portfolio data.
- Portfolio Insights – Offers detailed portfolio data, including performance, transactions, and linked documents, updated from back-office systems and platforms.
- Secure Messaging – Supports encrypted client communication, allowing advisors to send messages, documents, and meeting invites directly from the app.
- Push Notifications – Delivers real-time alerts for new messages and client interactions, ensuring timely responses and efficient communication.
In their own words:
-
Moneyinfo’s best-in-class digital relationship management technology solves real-life problems by enhancing human expertise and putting clients first.
-
It streamlines your everyday processes, elevates client engagement, ensures compliance, and they back it all with a dedicated team that always deliver on promises.
-
Moneyinfo will now demonstrate how they will support you to unlock your peak performance
Company Info
HQ: UK
Founded: 2002
Product Displayed: Moneyinfo
Presenter: Tessa Lee
