moneyinfo (formerly Sammedia) is a privately owned fintech, specialising in client portals and mobile apps for the wealth management sector. Their proposition brings together a user’s entire financial life which can be accessed via a single login on any device by aggregating investments, insurance policies and pensions alongside their personal finances and other assets.
HQ: Henley-in-Arden, UK
Product Demo’d: moneyinfo – Branded client portals and apps
Presenter: Tessa Lee, Managing Director
Fully customisable, adviser-branded apps for both Apple and Android
- Delivers aggregated view of the user’s financial life
- Advisers can share documents with their clients securely via the app
- Clients can also upload their personal documents and store them securely
moneyinfo Branded Client Portal Apps – in their own words:
Great advisers need a great app! moneyinfo brings a client’s entire financial life including all of the associated documentation together with a single login, available on any device, regardless of the multiple investment platforms or back office systems being used by the adviser. Re-imagine your business taking full advantage of a digital service channel to deliver a better client experience, remove paper and unlock significant cost and efficiency savings. moneyinfo client portals are delivered fully branded for your business including branded apps for Apple and Android. Every screen, function and control can be customised to meet your exacting corporate standards. Our comprehensive portal management ensures that you and your teams have complete control over your moneyinfo service. From on-boarding your clients, to managing custom content to secure communications and much more. Clients want a single app to manage all their finances, on the devices they’re using. Make sure that app is yours.