Moneyinfo helps wealth management and financial planning firms of all sizes to deliver an exceptional digital client experience through their own branded app, available on the App Store and Google Play. Our platform brings client communication, document sharing, consolidated valuations, onboarding and annual review processes into one secure, firm-branded environment. With a visual workflow engine, firms can streamline key servicing journeys while maintaining control, consistency, and compliance confidence. Moneyinfo is built for ambitious firms with an appetite to improve efficiency, deepen client engagement, and unlock peak performance.