Brooks Macdonald Plugs into Moneyinfo

The link, which feeds daily data from Brooks Macdonald to Moneyinfo, allows clients and advisers to see the holdings and values of any investment under the discretionary management of Brooks Macdonald. It also allows clients to view all personal financial information including banking, credit cards, mortgages and loans which are integrated with adviser held assets and fact-find information. Brooks Macdonald said the ability to view banking services alongside adviser and discretionary held assets will strengthen the client/adviser relationship. "Moneyinfo was first brought to our at...