Moneyhub is the latest firm to integrate with software supplier Intelliflo, with the aim of offering advisers a complete view of their clients' managed pensions and investments.
Moneyhub has integrated with Intelliflo's API, allowing clients to see all of their bank accounts and non-advised investments in one place and securely share this with their advisers. Advisers, in turn, can link the investments they manage, and have real-time insight into clients' personal spending and saving behaviours. Through the Moneyhub platform, clients will receive automated daily updates and AI categorisation of their income and expenditure. This aims to strengthen customer engagement, helping advisers to identify and meet client's specific financial needs, Moneyhub said. U...
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