A digital wealth partner for your business
Offer your customers more with cutting-edge technology, expert asset management and top-notch CRM.
End to end digital journey and regulatory set up
Our partners can fully leverage our end-to-end, bespoke digital customer journey thanks to our API-based architecture, which is easily integrated with the vast majority of partners.
Strategic asset allocation and asset management
Our partners enjoy access to Moneyfarm’s range of multi asset portfolios by default. Alternatively, we’re happy to work with you to create a tailored investment solution. Whatever the outcome, you’re able to view everything from performance to charges on fully developed desktop and mobile dashboards.
An engagement model that builds relationships
Any investment product is only as good as the way it’s communicated to customers. Along with technical experience, we offer a fully developed, tried and tested commercial engagement model for both marketing and CRM. Integrating the right solution is one thing, but embracing and enhancing it is key – we help you with this.
We can work with you in 3 key areas
Our partners enjoy full commercial support with marketing campaigns and analysis, as well as CRM training if you prefer to keep that in-house. This ensures you reach and engage your customer base, while providing valuable insights for future campaigns and new products.
Reducing costs and operational complexity
Creating a high value service for lower value customers
Diversifying revenue with new digital distribution
Give your customers a simple and flexible digital wealth solution from Moneyfarm – customised to your business needs. Our service can stand alone or complement your existing face-to-face service, helping you engage with your existing customers and reach new ones.