We’re thrilled to announce our partnership with moneyinfo, marking another step forward in our mission to help make technology a success for wealth management businesses and their clients.
More wealth management firms are set to benefit from the efficiencies and improved client experience that digital client portals deliver as Evotra becomes an accredited implementation partner of moneyinfo.
Through this collaboration, Evotra will enable firms – regardless of what back-office or CRM system they use – to take advantage of moneyinfo’s state-of-the-art client portal by supporting the crucial implementation and rollout stage.
Evotra works with wealth management firms of all sizes to implement and run the technology that underpins their business. A huge advocate of the transformational benefits of client portals, the skilled team at Evotra is experienced at helping firms at every stage of a client portal rollout, from vendor selection to data preparation, communications, rollout and post-rollout support.
The moneyinfo portal creates a simple way for firms to offer clients a secure, mobile-friendly, portal that is fully branded and provides easy access to all their information together with a secure way to communicate with advisers. Firms also benefit from increased automation of key processes, less paperwork, improved account management and client communication, and enhanced security.
Sally Merritt, CEO of Evotra said:
“Our mission is to help make technology a success for wealth management businesses and their clients. It’s increasingly the case nowadays that taking a ‘best of breed’ approach is the most effective way to do this, by combining different tech products together to create a ‘tech stack’ that’s right for your business and your clients. We were keen to partner with a client portal provider for that reason.
moneyinfo is a market-leading client portal product that can integrate with all the main CRM systems out there, including Xplan, Curo and IO. It’s also designed for use by both financial planning and investment management firms. Many client-facing portals tend to be better at one or the other, but not both.
We love the forward-thinking culture that embodies the moneyinfo team. Their values are ‘Bold, Trusted, Together’, which we think complement perfectly our own values of ‘Creative, Knowledgeable, Accountable, Passionate, Collaborative, Inclusive’.”
Tessa Lee, Managing Director of moneyinfo said:
“We are thrilled to welcome Evotra to our network of accredited implementation partners demonstrating our commitment to work with the best industry partners to advance the adoption of innovative technology within wealth management. Evotra’s expertise in technology implementation complements our drive to digitally transform wealth management enhancing both client engagement and operational efficiency.
Together we are setting a new standard for client service, ensuring that our clients not only keep pace but lead in their respective markets, delivering them compliance confidence and game-changing client engagement.”
For a chat about your firm’s digital ambitions, contact the team at Evotra today.
About Evotra
Evotra works with wealth management businesses of all sizes to implement and help run the technology that underpins their business operation, whether CRM, advice or portfolio management. From project delivery and data migration to troubleshooting and training, it helps firms succeed by getting the best from their wealth management technology.
Website: www.evotra.co.uk
Email: [email protected]
Tel: 020 3410 1966
About moneyinfo
moneyinfo is helping over 190 ambitious, forward-thinking advisory and wealth management firms, with an appetite to move with the times, to launch their own fully branded client app that delivers compliance confidence, builds customer loyalty and improves profitability. Through its end-to-end encrypted WhatsApp style messaging, the platform enables the sharing and signing of paperwork and supports automated workflows that can reduce the speed of onboarding, client reviews and rebalancing from days to minutes resulting in increased security and efficiency.
Website: www.moneyinfo.com
Email: [email protected]
Tel: 03303 600300
Sally Merritt
CEO of Evotra“Our mission is to help make technology a success for wealth management businesses and their clients.”
moneyinfo is a market-leading client portal product that can integrate with all the main CRM systems out there, including Xplan, Curo and IO. It’s also designed for use by both financial planning and investment management firms. Many client-facing portals tend to be better at one or the other, but not both.
We love the forward-thinking culture that embodies the moneyinfo team. Their values are ‘Bold, Trusted, Together’, which we think complement perfectly our own values of ‘Creative, Knowledgeable, Accountable, Passionate, Collaborative, Inclusive’.