A revolution in the way you connect with your clients
Engage with your clients - all in one place.
MoneyHub Connect gives advisers an extremely cost-efficient new way to engage with existing clients and grow your business.
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View your client's plan - and collaborate online.
With MoneyHub Connect you can view the detailed financial profile that your client has already created, allowing you to carry out a faster and more accurate fact find, all the while putting your brand front-and-centre.
- Monitor hundreds of clients from one easy screen
- Harness the power of MoneyHub to improve retention
- Set alerts when clients breach agreed plans
Interactive Scenarios bring clarity to financial planning with your clients.
Help your clients achieve their goals using interactive scenario planning.
Visually demonstrate the impact your financial planning can have. Suggest and implement changes via secure messaging and screen sharing.
MoneyHub Connect can drive new clients to your firm.
Unlike other consumer finance apps, MoneyHub promotes advice, helping you to engage with new and existing clients in a way that enhances your offering and cuts the cost of delivering advice.
Your firm can connect to an unlimited number of MoneyHub users seeking financial advice via our Adviser Directory. We don't charge you to connect to new clients; it's all part of the package.
Clear and simple pricing.
All these amazing features are available at a price that may surprise you.
Our simple pricing structure includes 15 team member licenses and unlimited client connections for only:
£1,200 per year + VAT*
*This option offers 20 premium upgrades for your clientsor
£150 per month + VAT
Additional team member licenses can be purchased for £60 per year + VAT or £7.50 per month + VAT each.