Why Integrated Portals Win: The MoneyInfo Problem

Client portals should be simple. Clients log in, see their financial picture, access documents, communicate with their adviser. Straightforward. Yet the current market leader in advice client portals — MoneyInfo — charges approximately £10,000 for setup and £600 per month ongoing. For a separate system, with separate branding considerations, separate data synchronisation, and separate client logins. We've spoken to firms who adopted MoneyInfo and found that clients were confused by the additional login, rarely used the portal, and questioned why their adviser's communications came from a different-looking system. One firm told us they eventually reverted to simpler solutions because the adoption rate didn't justify the cost. The core problem is architectural. A standalone portal is, by definition, a copy of data that lives somewhere else. It needs to be synchronised, maintained, and managed as its own system. When data changes in the CRM, there's a delay before the portal reflects it. When a client sends a message through the portal, it needs to route back to the adviser's workflow. Every seam is a potential point of friction. An integrated portal — one that's built into the same platform as your CRM, document management, and advice workflow — eliminates these problems entirely. Same data, real-time. Same branding, automatically. Same login credentials the adviser uses to manage the client record. When a client views their portal, they're seeing the actual data, not a synchronised copy. When they send a message, it arrives directly in the adviser's workspace. No integration layer, no sync delays, no separate system to manage. The best client portal is the one that doesn't feel like a separate product.