SolerCapital Investment Office

The SolerCapital Investment Office app is a service provided by SolerCapital and powered by Moneyinfo that allows SolerCapital to communicate with and report to clients securely and free from the worries of email and post.


A push notification for updates allows secure and quick delivery of consolidated valuations, performance updates and investment advice or any other updates straight to a client’s phone or tablet.


Clients can access the portal and securely message the investment office whenever they need to and from wherever they are for maximum flexibility.


The investment office can also share documents with clients and these can be signed digitally removing the hassle of pen and paper copies.


Client data is safely stored encrypted in the cloud and automatically backed-up so you can access the important reports and messages when you need them.


Available as an App connects a client's laptop, tablet or smartphone securely to their investment office team.