Moneyhub Connect
 
 

Moneyhub Connect gives you unrivalled clarity over your client's financial world

Quick and secure data-sharing means your clients can share their financial data with you with a flick of a switch, anywhere, anytime.

 
 Moneyhub Connect
 
 Secure, real-time and two-way sharing

Secure, real-time and
two-way sharing

Learn more

 Faster and more accurate fact-finding

Faster and more
accurate fact-finding

Learn more

 Send relevant and timely nudges to clients

Send relevant and timely nudges to clients

Learn more

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An award winning app – the perfect tool for financial advisers and wealth managers

Secure, real-time and two-way sharing

For the first time, clients can see all of their financial accounts aggregated in one place and securely share this with their advisers at the click of a button. Advisers in turn, link their managed pensions and investments to provide consumers with a holistic, 360 degree, financial view.

Simple account onboarding allows both the adviser and client to immediately understand personal spending and saving behaviours. Moneyhub provides automated daily updates and intelligently categorises income and expenditure. This extra layer of user intelligence, combined with existing customer information will strengthen engagement and identify specific financial needs.

 

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Faster and more accurate fact-finding

Moneyhub facilitates faster and more accurate fact finding for advisers through a secure connection to customers' financial information. Advisers can now see an up-to-date view of the client’s entire portfolio alongside an income and expenditure analysis and cash flow.

Automated daily categorised transactions built using Moneyhub's proprietary algorithms mean users and their financial adviser will always see an overall current financial position. This accelerates the financial intelligence of everyday and long term money management and supports the client's financial wellbeing.

Adviser's detailed view of customer's finances

 

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Sending nudges to your clients at the touch of a button

Using machine learning and artificial intelligence, wealth management firms can provide clients with an engaging digital solution that helps them take control of their finances. Data surfaced from users' financial behaviour provides advisers with crucial insight to client needs. Moneyhub becomes the ideal proactive aide to nudge clients, segmented based on demographic or financial information, with relevant financial services and helpful investment recommendations based on unique insight to grow your business.

Adviser nudge screen

 

Get in touch to find out more