Maximise efficiency with our hybrid wealth and financial advisory platform
Unlock the full potential of your financial advisory services with Moneyfarm’s hybrid platform. By integrating advanced digital automation with expert human oversight, our solution scales your capability to deliver personalised advice across a larger customer base efficiently and cost-effectively.
Scalable wealth solutions
Embrace a range of tailored wealth management options from fully managed portfolios to self-directed investments including stocks, ETFs, and mutual funds. Our platform’s flexibility allows you to offer the right investment wrappers (SIPP, GIA, ISA, JISA) enhancing product fit for diverse client needs.
Optimised human interaction
Our platform automates routine financial assessments and client onboarding, allowing advisors to focus on high-value interactions. This not only improves operational efficiency but also ensures that personal touch is reserved for critical decision points, enhancing client satisfaction and trust.
Comprehensive guidance
Enhance client engagements with our comprehensive digital assessments that align investment advice with individual financial goals. This data-driven approach ensures precision in advice, offering clients clarity and confidence in their financial paths while allowing you to service more clients with the same resources.
Seamless multi-channel engagement
Provide your clients continuous and consistent support across all channels: phone, video, email, or chat. Our system supports a unified client view, enabling advisors to offer timely and relevant insights, fostering stronger client relationships without the intensive resource demand of traditional models.
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 >
- Engagement Funnel Setup
- Conversion Optimisation
- Investment-related Content
Learn more >
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
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
Asset Management & partners’ business
eToro
Dan Moczulski
Managing Director
