Give them unrivalled clarity over their finances, and help them to plan their long term financial journey.
Your clients can securely share their Moneyhub data with you, cutting down the time spent on data collection. You'll have all their information to hand, wherever you are, so you can collaborate effectively. Offer an innovative service that puts your client at the centre, and sets you apart from the rest.
Moneyhub gives consumers a deeper understanding of their money, and the ability to search for an adviser based on the type of advice they need. Clients will connect with you at a point when they are highly engaged with their finances, and you can start the relationship instantly.
Through Moneyhub, your clients will gain a rich understanding of their long term finances. It's easy for you to show them how you can help, and demonstrate the positive outcomes of your advice in real time.
Moneyhub works across all devices, so you can interact with your clients wherever they are – and wherever you are.
We know that protecting your personal information is important to you. Moneyhub is protected by certified bank-level security. The data in your account is read-only, so no one can move your money.
Getting started is quick and easy – you're just a few steps away from a deeper relationship with your clients.