Hubwise and moneyinfo upgrade report delivery

The Hubwise platform and fintech moneyinfo have signed a deal to provide automatic delivery of Hubwise platform reports to advisers’ clients.

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Moneyinfo launches smartphone app for advisers

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.

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Guest Column: 5 Adviser Tech Innovations in lockdown

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.

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MiFID II support tool for wealth managers unveiled

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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