Sammedia has launched Moneyinfo 2.0, a white-labelled consumer facing, own-brand solution for IFAs and a new bespoke ‘Enterprise’ capability for direct to consumer and execution only propositions.
The new version, built following adviser feedback, adds new features such as the ability to track clients’ daily valuation histories and analyse these over time with portfolio graphs.
Sammedia says that Moneyinfo version 2.0 also expands its white-labelling capability with ‘Moneyinfo Enterprise’ – a new bespoke version of the solution which allows advisers and providers to deliver a completely unique own-branded consumer service.
Mike Free, CEO of Sammedia, said: “When we launched Moneyinfo last year it was widely lauded for its advanced consumer interface and its unique ability to aggregate a consumer’s banking & platform data. oneyinfo Enterprise takes this capability and delivers it to organisations providing B2B & D2C propositions.
