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What is Moneysoft?
Moneysoft solutions enable the financial professional and their clients, through automated, dedicated solutions that support cash flow, budgeting, saving and goal-tracking services.
Built around the end-user and focused upon supporting the trusted adviser-to-client relationship, Moneysoft’s solutions facilitate smarter and more accurate financial decisions through which, a shared responsibility toward achieving clients’ financial goals, is promoted.
This is all backed by user-friendly platforms, supported by one single dynamic view of up to date, accurate financial data.
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