What's next for Money Partner
- Kris Davant
- Huong Tran
Team mission
Empowering financial advisors to help clients reach their financial goals with real-time and accurate data for ultimate customer satisfaction.
Feature | Description | Dates |
|---|---|---|
Mobile app - We've introduced a new way of visualising your finances. | We've introduced a new way of visualising your finances.  
| April 2024 |
Mobile app - Users will be able to create their own categories for expenses, providing a highly personalised experience. | Allowing users to create custom categories in a mobile app provides a personalised experience for managing finances and helps tailor the app to individual needs and preferences, making it more effective.   | April 2024 |
Mobile app - Richer and deep money management insights | Mockup of what it could look like 
|
|
Advisor Portal - The new feature allows advisers to see their set client budgets. |
| July 2024 |