Brooks Macdonald links to Money-info

clock

Private client wealth manager Brooks Macdonald Asset Management has linked with online portal Money-info.

Money-info combines online banking with asset and investment portfolio reporting. The link-up will allow clients and their advisers to see holdings under the discretionary management of Brooks Macdonald, alongside all personal financial information including banking, credit cards, mortgages and loans. The service can be white-labelled for use by advisory businesses. Andrew Shepherd, joint managing director of Brooks Macdonald Asset Management said: "The benefits of seeing the whole of [a client's] financial position including their investment portfolio, cash, savings and mortgages ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Dynamic Planner CEO on AI's role in 'trusted advice'

Dynamic Planner CEO on AI's role in 'trusted advice'

‘The challenge is that delivering advice is hard’

Isabel Baxter
clock 09 December 2025 • 6 min read
FCA reveals first group of financial firms to take part in AI testing

FCA reveals first group of financial firms to take part in AI testing

To deploy ‘safe and responsible’ AI

Cristian Angeloni
clock 03 December 2025 • 1 min read
Providers have 'clear role' to help advice firms with AI governance support

Providers have 'clear role' to help advice firms with AI governance support

Less than 5% of advisers have a full AI policy

Isabel Baxter
clock 02 December 2025 • 3 min read