What you get when you integrate with Moneyhub
Integration allows you to see all your clients' financial data in the Moneyhub management portal, where it is combined with your clients' other financial assets and liabilities. Moneyhub also allows you to share a client’s data, managed by you, with them. They will see all of their data in their own Moneyhub account that is accessible across all devices, and branded with your colours and logo.
Benefits for your business
Secure data sharing expedites the fact-finding process putting you in a better position to assess suitability, affordability and capacity for loss
Knowing the amount of money clients actually hold will help ensure investments portfolios match the client’s attitude to risk.
Access to insights on a level never available before, empowering you to provide a proactive, relevant and timely service in a GDPR compliant manner.
Optional white-labelling in both app and website increases brand awareness and perceived value of services offered.
Simple and intuitive account onboarding allows both the user and financial adviser to immediately understand personal spending and saving behaviours.
Segment clients based on demographic or financial information and positively interact with clients using nudges to remind or prompt them to act, such as using up their ISA allowance or switching mortgages.
Benefits for your clients
Easy access to their entire, automatically updated, financial world with their own personal Moneyhub account.
Share managed pensions and investment valuations with your clients, to view alongside the rest of their financial world, giving you and your clients a holistic, 360 degree, financial view.
Regulated by the FCA as an Account Information Services Provider, Moneyhub securely connects directly to the banks' APIs. Using the most up to date connection methods and regulation ensures your clients' data is always protected.
Moneyhub uses artificial intelligence and personal analytics to automatically surface insights and nudges that help reduce expenditure, freeing up additional cash.