Client Portal provides a WordPress plugin that allows users to create organized client portals for project management and client communication.

Client Portal

Murphy Wealth Simply Wealth

My Wealth Starts Here

Rosebridge

Prydis Portal

myNLPFM

Wealthfolio

Portfolio Wealth

Bull Ferguson GROW

FPC View

MyEQ

Chief Technology Officer

Chris Coombes

Digital Marketing Executive

Matt Pittaway

Head of Client Services

Louise Wallis

Head of Marketing & Events

Oliver Jenkins

Business Development Director

Simran Sangha

Managing Director

Tessa Lee

Service Delivery Manager

Chris Murphy

Financial Controller

Jamie Carter

Business Development Manager

Josh Pedlar

Full-Stack Developer

Andy Halstead

Wealth Management Companies With Fewer Than 1000 Employees (Top 10K)

Europe, Middle East, and Africa (EMEA) FinTech Companies

United Kingdom Financial Services Companies (Top 10K)

FinTech Companies With Less Than $50M in Revenue (Top 10K)

moneyinfo is a private fintech firm that specializing in client portals and mobile apps for the wealth management industry.

Henley In Arden

Warwickshire

United Kingdom

Europe

moneyinfo

Moneyinfo working on a system to improve onboarding

Seccl and Moneyinfo team up to launch client onboarding integration

Data hub links with platforms in 18 month milestone

Paul Lewis: Sipp discrimination losing investors thousands of ...

A digital platform for financial advisers and wealth managers, offering secure communication, document sharing, and financial data aggregation.

Mobile applications customized for financial firms to provide their services on smartphones and tablets.

A management tool for overseeing digital services, including client communication, data analysis, and account management.

Integration service that consolidates data from various sources such as back office systems, platforms, and providers into a single view.

Feature allowing documents to be signed digitally via smartphones, enhancing convenience and security.

Service for sending important alerts and notifications directly to clients' mobile devices.

Hungary

Indonesia

Asia

Bangladesh

news_impact_assignment_basic

key_people

network_dossier

public_peers

news_daily_refresh

news_processing_daily_refresh

news_impact_assignment_daily

news_processing_basic

legal

legal_dossier

bundesanzeiger

events_dossier

partnerships_market_presence_dossier

partnerships_market_presence

company_dossier

network

strategic_challenges

industry_trends

strategic_challenges_dossier

industry_trends_dossier

company_summary

events

network_mapping

transactions_dossier

swot_dossier

merger_acquisitions

signals

financial_statements

crunchbase_trigger

crunchbase_profile

li_profile

financials_download_nd

private_financials

swot_analysis

financial_legal_advisories

company_structure

industry_analysis

financial_analysis

funding_rounds_analysis

regulatory_analysis

competition_analysis

news_impact_assignment_advanced

news_processing_advanced

news_advanced

purchaser_profile

network_onboarding

translate_crunchbase_fundingrounds

peers

customer_profile

news_basic

valuation

news impact assignment basic	general
public peers	general	Oct 21, 2024 8:59 AM	c8f145cc
news daily refresh	general
news processing daily refresh	general
news impact assignment daily	general
news processing basic	general
company summary	general
signals	general	Oct 21, 2024 8:59 AM	aae8e13e
crunchbase trigger	general	Nov 22, 2024 7:44 AM	88baffab
crunchbase profile	general	Nov 23, 2024 2:56 AM	f04bc30d
li profile	general
translate crunchbase fundingrounds	general	Nov 23, 2024 3:39 AM	c8ab14df
peers	general	Oct 21, 2024 8:59 AM	eebf9303
news basic	general	Oct 21, 2024 8:59 AM	9a2d3bb6
bundesanzeiger	filings
merger acquisitions	company_analysis
financials download nd	financials
private financials	financials

CLIE

IO:CLIENT-PORTAL

Client Portal