Your digital platform for growth.
Enhance your customer experience by integrating our digital services seamlessly into your mobile and web apps.
No app? No problem. We can build you a customised solution.
Empower your clients with our cutting-edge platform
From streamlined onboarding experiences to real-time monitoring of investments, our platform is designed to elevate your services to new heights.
Diverse range of investment accounts
We’ve got an account for every type of investor, including general investing and tax-efficient product wrappers – ISA, Junior ISA, and Pension – ensuring that your customers can invest in accordance with their financial needs and goals.
Tailored web and mobile applications
Whether you’re integrating with an existing app or need a custom solution, Moneyfarm provides tailored options, including product customisation, branding, and investment strategies, to meet your unique business needs.
Fully integrated solutions
Enhance your existing consumer-facing applications by seamlessly integrating Moneyfarm’s APIs, elevating your offering and delivering added value to your customers.
Full regulatory compliance
With Moneyfarm, regulatory compliance is paramount. Rest assured, our entire service model is fully compliant with Financial Conduct Authority (FCA) regulations, ensuring ongoing suitability and peace of mind for both you and your customers.
Pension tracing and consolidation
Simplify the pension management process for your customers by leveraging Moneyfarm’s pension tracing and consolidation services. Help individuals locate their old pensions and consolidate them into one streamlined account, providing greater financial clarity and control.
Digital Platform & partners’ business
Poste Italiane
Poste Italiane is one of the largest financial institutions in Italy with 35 million customers, 10,000 financial advisors, and 12,000 Post Offices.
The partnership with Moneyfarm started at the end of 2019 with the digital solution, PosteFuturo Investimenti.
One of the goals of the partnership was to digitise and reposition their investment proposition in the market.
“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 Nolai
Responsabile BancoPosta
What we can offer your business
- Classic and Socially Responsible Portfolios
- Thematic Investing
- Integrate your preferred fund manager
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- The importance of the human touch
- Multi-channel relationships
- Comprehensive guidance
Learn more >
- Engagement Funnel Setup
- Conversion Optimisation
- Investment-related Content
Learn more >
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