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About MoneySavvy

MoneySavvy is a new service designed to help financial advisers re-engage digitally with the majority of their customer base, by enabling customers to manage all of their household finances, loans & mortgages, savings, investments and pensions in one place, on a single platform, for the first time. In an increasingly digital world, clients expect immediate access to their financial information and their investment portfolios. MoneySavvy’s purpose is simple: to make high quality, bespoke financial advice digitally available to everyone, when ever they want it and on the device of their choice, while delivering real value and at a price they can afford. Access to quality, engaging and holistic financial advice is now restricted to the already and immediately wealthy. Opportunities for the affluent and mass affluent to meaningfully engage are but few and far between, whilst new market entrants have little or no opportunity to begin their financial planning journey. MoneySavvy is a game changer; fusing global best-of-breed product partners and world-class technology solutions with compelling, gamified, state-of-the-art customer journeys to deliver a new future, transforming the landscape for online financial advice. The user experience will centre on an intuitive dashboard, delivering clear, unbiased, compliant, consistent guidance and advice, seamlessly integrated with straight through processing to best of breed product providers.

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