TaxAssist Moneyinfo Manager

TaxAssist Moneyinfo Manager gives financial advisers, wealth managers and linked professional services access to the power of the MyPlanView client portal whilst on the move, enabling you to view your client information, access daily valuations, keep track of correspondence, share documents and securely send and receive messages to and from your clients. View your clients and their portfolio information: • Get ready for your meetings with access to your clients portfolio and other information • Respond quickly to client queries • Filter your client list with advanced search capability Communicate securely with your clients: • Send and receive secure messages and get push notifications when your client gets in touch • Respond to client messages quickly and easily • Share documents with your clients • Access an audit trail of communications relating to your client