A digital wealth partner for your business

Offer your customers more with cutting-edge technology, expert asset management and top-notch CRM.

Upgrade your financial services business

Give your financial services 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.

End to end digital journey and regulatory set up

Strategic asset allocation and asset management

An engagement model that builds relationships

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 banking platforms.

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.

Our partners enjoy full commercial support with marketing campaigns and analysis, as well as CRM training. This ensures you reach and engage your customer base, while providing valuable insights for future campaigns and new products.

We can work with you in 3 key areas

Reducing costs and operational complexity

Creating a high value service for lower value customers

Diversifying revenue wth new digital distribution

Transform your business

Leverage a ready-made solution already used by over 50,000 investors
Use our API to build your own platform
Build better customer relationships with our customer engagement model

Get confident

We’re experienced in partnerships across Europe
Our investment performance is excellent
We integrate and get you to market in just 3-6 months

To find out more, email: partner@moneyfarm.com