How it works
An award winning app – the perfect tool for financial advisers and wealth managers
Secure, real-time and two-way sharing
For the first time, consumers 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 user and financial adviser 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.