Tech Review: Sammedia's Moneyinfo

A client portal is in effect a window on the back-office system, enabling the clients to access their data to view it and in some cases to amend it. When executed well the client portal also becomes a central communication mechanism for the adviser and the client and becomes less of a window onto the IFA systems and more focal point for all the clients’ financial needs. It can be used as a messaging device, a document store, a means of updating client factfinds as well as enabling the client to keep an eye on their financial position. To date not many practice management systems have ...