MoneyBlock: Empowering the Next Generation of Independent Financial Professionals

Overview

MoneyBlock is a comprehensive financial technology platform designed specifically for independent Registered Investment Advisers and their clients. Developed by AOS, Inc., the platform aims to provide the flexibility, advanced technology, and support services necessary for independent financial professionals to run their entire practice online. The company's mission is to support your business, your clients, and your independence through a powerful, adaptable platform.

Benefits

MoneyBlock positions itself as a solution for the next generation of investors and financial advisors. It offers a unified platform that evolves with user needs, allowing professionals to customize dashboards to their specific workflows. Users can tune out noise and concentrate on the specific data points that matter most to their business. The platform serves as a single tool capable of managing all aspects of an advisory business. Key advantages include advanced trading tools with technical charting and advanced order types, robust portfolio management to track trades and performance on the go, and comprehensive account support for individual, joint, retirement, custodial, trust, and corporate accounts. The platform is built to change and adapt to the specific needs of the adviser's business.

Use Cases

MoneyBlock is ideal for independent Registered Investment Advisers who want to manage their entire practice from a single online location. Financial professionals can use the platform to research and trade anywhere using advanced tools. Advisors can stay on top of their trades and portfolio performance while traveling or working remotely. The dedicated mobile application, MoneyBlock Mobile, allows professionals to manage their finances and trades from their smartphones. The app is suitable for users aged 3 and older and ensures that option positions and account profits or losses utilize bid and ask pricing when settlement is pending. This ensures balances and position values align with legacy systems. The platform is also useful for handling various account types, making it a versatile tool for diverse financial needs.

Pricing

Pricing details for MoneyBlock are not available in the provided information.

Vibes

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Additional Information

MoneyBlock is developed by AOS, Inc. dba MoneyBlock. The company is a member of FINRA and SIPC. The company's address is 311 S Wacker Dr Ste 650, Chicago, IL 60606, United States. For mobile support, users can call +1 800-591-8243. For general inquiries, the phone number is +1 312-253-0428. The email address for marketing is [email protected]. The information was last updated on September 10, 2026. The mobile application adheres to strict data privacy practices, with no data shared with third parties and data encrypted in transit.