Moneyinfo and ZeroKey Partner to Accelerate Data Access and Integrations for Advisers - IFA Magazine

Moneyinfo and ZeroKey partner to accelerate data access and integrations for advisers - IFA Magazine

moneyinfo, the leading client portal and app for wealth management and financial planning firms, has partnered with ZeroKey to simplify and accelerate adviser access to integrations across the wealth management ecosystem. This means advisers can access and re-use client information held within the moneyinfo portal in real-time, across a wide range of third-party systems, platforms and tools – eliminating the need for manual rekeying and driving …

Moneyinfo and ZeroKey simplify client data access for advisers

Moneyinfo has partnered with ZeroKey to simplify and accelerate adviser data access to integrations across the wealth management ecosystem. The firms said this means advisers can access and re-use client information held within the moneyinfo portal in real-time. It also means cleansed data within moneyinfo is automatically updated for advisers from their back office, platforms and providers. For example, if an adviser needs to input the client’s…