Si Client Hub vs Moneos One

The Si Client Hub app is a service provided by Sutherland Independent and powered by moneyinfo that gives you a complete picture of your financial life. Think of it as your digital financial filing cabinet. All of your investments, savings, pensions, insurances, banking, credit cards and property can be tracked together with all of the associated paperwork. One place for everything financial. Here’s a few of the things the Si Client Hub app can help you with – • From a single investment to an extensive investment portfolio; the Si Client Hub app makes it simple to understand how your investments are doing with daily valuations, share and fund prices. • Tracking your income and spending on your credit cards and bank accounts. Automatically categorising each transaction so you can see how much you are spending on bills, your property or eating out, and how this is changing over time. • Comparing your spending to your income and visualising how much you can save over time, helping you achieve your financial goals. • Tracking your property value against the Land Registry price index and storing all of your important documents, including your insurance certificates against the property to which they relate. Simplifying finding the information when you need it most. • Making better financial decisions and answering questions such as; Can I afford to buy my house? Am I saving enough towards my retirement? When can I retire? • Having all of your financial information in one place. Not only providing you with peace of mind, but imagine if something were to happen to you… Wouldn’t it be nice to know that all of your financial information would be accessible to your partner or dependants? The Si Client Hub app makes understanding and keeping track of your money both easy and safe. The Si Client Hub app is available to clients of Sutherland Independent. If you don't already have access to your own Sutherland Independent account, contact the team at enquiries@si-ltd.co.uk.

Moneos One helps businesses efficiently manage physical Moneos cards. View your transactions in real time, access secure card details, and use biometric and passcode authentication for enhanced security. Designed for business owners and teams, Moneos One provides full control over spending, card management, and financial oversight. Key Features: - Track your spending in real-time: Monitor all your transactions instantly as they happen. - View card details securely: Access essential card details safely within the app. - Freeze/unfreeze card option: Instantly disable lost or unauthorised cards. - Manage billing information: Easily view the information, for hassle-free transactions and account management. - Filter transactions by date range: Quickly view and filter spending by date range to track and analyze transactions in real time, giving you better control over business expenses. - Secure PIN Access: Protect your sensitive card information by requiring a PIN to access and view secure card details, ensuring enhanced security for your business. - Biometric & Passcode Login: Log in securely with your username and password. For accessing sensitive data, use biometric authentication (Face ID or fingerprint), mobile OTP, or a passcode for an added layer of protection.