Moneyinfo is a branded client portal and communication platform that gives advice firms a dedicated mobile app and web portal, separate from their CRM provider’s default portal. It addresses firms that want to control how clients experience their service digitally, including branding, layout and communication workflows. The platform has two parts. Moneyinfo Manager is the back office interface used by advisers, administrators and paraplanners to manage clients, run workflows and oversee document delivery. The client-facing side is a branded app published under the firm’s name on the Apple and Google app stores, alongside a configurable web portal.