Value proposition

Online investment advice service, part of the Verso Group.

Munnypot is part of the Verso Group and is an award winning, automated online investment advice solution that brings a fresh approach to the challenge of delivering affordable and easy to understand financial advice.

Prior to Munnypot, it’s believed that a large proportion of people couldn’t get access to financial advice because the fees and investment minimums were far too steep, or they didn’t have the time or confidence to invest.

Munnypot was created to service the mass market who cannot easily access traditional financial advice. It can also provide an attractive alternative to existing investors looking for an automated investment advice service at a comparable cost to other online self-serve solutions.

Munnypot uses a conversational, automated chatbot to make investment decisions for the customer, automatically selecting the fund based on their appetite for risk, and the appropriate product based on their individual circumstances. Munnypot monitors the investment 24/7, notifying the customer and providing actionable advice if the investment performance deviates away from their goal.

Munnypot provides regulated, direct-to-consumer investment advice from start to finish, assumes full responsibility for the actions taken, aiming to remove the stress and decision making for the consumer.

The Munnypot business-to-business service provides a white label solution supported by a robust and personalised delivery plan.

For more about Munnypot, visit www.munnypot.com

The value of investments can go down as well as up, so you could get back less than you invest.

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. FRN 574048.


Investing, Saving, Money, Online, IFA, and Wealth