Transform your digital wealth offerings.
Moneyfarm’s award-winning platform combines advanced wealth management technology with seamless CRM integration, empowering you to deliver exceptional financial experiences to your clients. We’ll help you streamline your operations, enabling you to work more efficiently and focus on growing your business.
Testimonials / Case studies
“Offering a tax-efficient investing solution for our customers became a growing priority. Moneyfarm worked with us to customise a web app that saved us time to build ourselves and saves our clients time in onboarding as we share data to simplify the process.”
Dan Moczulski
Managing Director
“The collaboration between Poste Italiane and Moneyfarm was established to broaden the scope of digital investment solutions, thereby enhancing simplicity and personalization for customers in their financial decision-making journey.”
Guido Maria Nola
Responsabile BancoPosta
eToro
“Offering a tax-efficient investing solution for our customers became a growing priority. Moneyfarm worked with us to customise a web app that saved us time to build ourselves and saves our clients time in onboarding as we share data to simplify the process.”
Dan Moczulski
Managing Director
Poste Italiane
Guido Maria Nola
Responsabile BancoPosta
What we can offer your business
Unlock new growth opportunities by seamlessly blending our digital services into your mobile and web apps for a richer client experience. No app? No problem. We can build you a customised solution.
- Diverse range of investment accounts and strategies
- Tailored web and mobile applications
- Fully integrated solutions
- Full regulatory compliance
- Pension tracing and consolidation
- Classic and Socially Responsible Portfolios
- Thematic Investing
- Integrate your preferred fund manager
Learn more >
- The importance of the human touch
- Multi-channel relationships
- Comprehensive guidance
Learn more >
Unlock your financial advisory potential with Moneyfarm’s hybrid platform. Integrate digital automation with expert human oversight to deliver personalised advice efficiently and cost-effectively across a larger customer base.
- Engagement Funnel Setup
- Conversion Optimisation
- Investment-related Content
Digital investing
Unlock new growth opportunities by seamlessly blending our digital services into your mobile and web apps for a richer client experience. No app? No problem. We can build you a customised solution.
- Diverse range of investment accounts and strategies
- Tailored web and mobile applications
- Fully integrated solutions
- Full regulatory compliance
- Pension tracing and consolidation
Tailored asset management
Take full advantage of our institutional-grade asset management. Leverage our market-leading, multi-asset portfolios or let our skilled investment team customise your portfolios based on your requirements.
- Classic and Socially Responsible Portfolios
- Thematic Investing
- Integrate your preferred fund managers
Hybrid wealth & advisory
Unlock the full potential of your financial advisory services with Moneyfarm’s hybrid platform. Integrate advanced digital automation with expert human oversight delivering personalised advice.
- The importance of the human touch
- Multi-channel relationships
- Comprehensive guidance
Marketing expertise
Unlock your financial advisory potential with Moneyfarm’s hybrid platform. Integrate digital automation with expert human oversight to deliver personalised advice efficiently and cost-effectively across a larger customer base.
- Engagement Funnel Setup
- Conversion Optimisation
- Investment-related Content
Take your user experience to the next level
We understand the dynamic landscape of modern finance.
Our digital hub is not just a solution; it’s a strategic asset that empowers your organisation to stay ahead in the digital wealth management arena.