Moneyinfo Manager

5.0.9

Moneyinfo Ltd

0.00

0 reviews

100+
Downloads

Free

Moneyinfo Manager mobile app.

Download from Google Play

About Moneyinfo Manager

Moneyinfo Manager is a finance app developed by Moneyinfo Ltd.

Download Statistics

Moneyinfo Manager has been downloaded 240 times. In the last 30 days, the app was downloaded 1 times.

User Ratings

The app has no ratings yet.

App Information

Moneyinfo Manager is FREE to download. The APK download size is 747.84 kB. The latest version available is 5.0.9. The last update was on July 21, 2026.

Technical Requirements

The app has a content rating of Everyone. The app has been available on Google Play December 2020.

Description

Moneyinfo Manager gives financial advisers, wealth managers and administrators access to the power of your Moneyinfo client portal whilst on the move, enabling you to view your client information, access daily valuations, keep track of correspondence, share documents and securely send and receive messages to and from your clients.

View your clients and their portfolio information:
• Get ready for your meetings with access to your clients portfolio and other information
• Respond quickly to client queries
• Work with different service groups of clients
• Filter your client list with advanced search capability

Communicate securely with your clients:
• Send and receive secure messages and get push notifications when your client gets in touch
• Respond to client messages quickly and easily
• Use templates to quickly send correspondence to your clients or respond to queries
• Share documents with your clients
• Access an audit trail of communications relating to your client

The Moneyinfo Manager app is available to existing operators of firms licensing Moneyinfo.

A better client experience for financial advisers, wealth managers and DFMs.

To find out more go to www.moneyinfo.com or call 03303 600300.

Recent changes:
Updated version of the Moneyinfo Manager app, includes latest fixes.

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More data about Moneyinfo Manager

Price	Free to download
Total downloads	240
Recent downloads	1
Rating	No ratings
Ranking	Not ranked
Version	5.0.9
APK size	747.8 KB
Number of libraries	?
Suitable for	Everyone
Ads	NO ads

App Performance Report

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Alternative downloads for the Moneyinfo Manager app

Moneyinfo Manager compared with similar apps

Common keywords of similar apps

Moneyinfo Manager Send Messages Respond Quickly Advisers Managers Correspondence Share Documents Securely Receive Queries Client Clients Access App Information Financial Wealth View Portfolio

Keywords missing from this app

Mobile Management Services Scotia Accounts Li Investment Ubs Account Manage Business Advisor Secure Data Payments Online Advisors Registered Track Features Cetera Including Bank Digital Contact Transactions Time Device Recent Tools Dashboard Finances Trust Easy Asset Statements Total Control Personal Security Details

Downloads over time

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Moneyinfo Manager has been downloaded 240 times. Over the past 30 days, it has been downloaded 1 times.

Changelog of Moneyinfo Manager

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Developer information for Moneyinfo Ltd

Moneyinfo Ltd

support@moneyinfo.com

Website

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Google Play Rankings for Moneyinfo Manager

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Technologies used by Moneyinfo Manager

2 permissions

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