MoneyInfo App Design
Multi award-winning account aggregation software for wealth managers.
Multi award-winning account aggregation software for wealth managers.

MoneyInfo is multi award-winning account aggregation software. It’s the client portal that gives wealth managers’ clients secure access to their entire financial life in one place, all presented under the wealth manager’s own brand.

I’ve been doing UX and UI design consultancy with MoneyInfo for quite a while now. I started by giving their software a modern refresh, then moved on to their mobile app, desktop designs and plenty of other areas of the business that needed design help.

The team at MoneyInfo are really smart and never reject an idea before I’ve had a chance to present it. They’re open to bringing modern design thinking into a traditional financial services business.
The project can be tricky because so much of it is white labelled. Every element has to work in multiple brand colours, and components are highly customisable, so no two clients’ screens look the same. That makes a solid, flexible design system essential.

Find out more about MoneyInfo on their website.
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