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Channel: Julie Muhn (@julieschicktanz), Author at Finovate
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FinovateAsia Sneak Peek: Munnypot

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FinovateAsiaA look at the companies demoing live at FinovateAsia on October 29 and 30, 2018 in Hong Kong. Register today and save your spot.

Munnypot is an award-winning, easy-to-use, fully-automated, direct-to-customer and business-to-business online investment advice service. It provides low-cost, goal-based, jargon-free advice.

Features

  • Regulated investment advice
  • Investment decisions made for the customer based on goals and appetite for risk
  • Monitoring of investment performance in relation to the goal with actionable advice

Why it’s great
Munnypot is engaging, easy-to-use and aims to build customer confidence. All the complex decisions are taken away, making the investment accessible and convenient for anyone.

Presenter

Andrew Fay, CEO
Fay is a former independent financial advisor who went on to form Cavanagh Group and worked as head of wealth management at Close Brothers prior to co-founding Munnypot.
LinkedIn


Munnypot is a trading name of Munnypot Limited which is an Appointed Representative of Resolution Compliance Limited which is authorised and regulated by the Financial Conduct Authority in the UK. FRN 574048.

The post FinovateAsia Sneak Peek: Munnypot appeared first on Finovate.


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