Moneyinfo is our brand new and completely unique client login area that allows our customers access to their ENTIRE financial life in one place, with just one username and password. Moneyinfo allows you to view your bank accounts, credit cards, mortgage and loan statements alongside each other, irrespective of whether they are held with different providers. You can view your latest transactions, just as if you had logged into your online banking. You can also track your assets and liabilities as well as obtaining daily prices on your investment and pension portfolios. For the first time your entire financial life is up-to-date in one place.
For more information please view the video below to see how the system works or please call Adrian on 08708 505 242 to discuss this service.
Moneyinfo Video