Whiteleaf

Whiteleaf moneyinfo is a service available through your employer or financial adviser that gives you a complete picture of your financial life.

With Whiteleaf moneyinfo you can view all of your financial information in one place.
Convenient and simple. Whiteleaf moneyinfo makes understanding and keeping track of your money both easy and safe.

We won’t try to convince you that managing your money is fun. Let’s face it we’d all rather be doing something else but wouldn’t it be nice to know that it’s all in one place, neatly organised and managed for you.

What’s more by seeing all your information together it can help you make better financial decisions and answer questions such as Can I afford to buy my house? Am I saving enough towards my retirement? When can I retire?

All your investments in one place.

From your bank account, mortgage, property, pensions, ISAs through to an extensive investment portfolio, moneyinfo makes it simple to understand how your investments are doing with daily valuations, share and fund prices.
Whether you are saving for a special event, planning for your retirement or managing a sophisticated portfolio of stock market investments, you can see at a glance how your investments are performing.

Store all your important documents next to the things they relate to.

moneyinfo allows you and your adviser to upload documents such as statements, policy documents or reports and link them to your financial things. For example, how useful would it be to have your home insurance policy stored next to your property, your car insurance next to your car, your latest pension statement next to your pension?
Whiteleaf moneyinfo is a convenient, secure and simple way to always have all of your important information to hand. What’s more all this information is automatically backed-up for you so you can relax knowing where to find the information whenever and wherever you need it.

Budget more effectively.

Whiteleaf moneyinfo can track your income and spending on your credit cards and bank accounts. Whiteleaf moneyinfo will automatically categorise each transaction so you can see how much you are spending each month on bills, your property or eating out, and how this is changing over time. You can also compare your spending to your income and see how much you can save over time.
Secure messaging between you and your adviser.

Whiteleaf moneyinfo helps you keep in touch with your adviser with secure messaging, making it fast and secure to send or receive important and confidential financial information.

The Whiteleaf moneyinfo app is available to all users of the Whiteleaf moneyinfo service. If you don't already have access to your own moneyinfo account, why not tell your employer or financial adviser about it?

Click here for a list of Employers and Advisers who already provide you access to moneyinfo to help manage your finances.