Simplifying money management, cashflow and budgeting, for financial professionals and their clients.

Looking to expand your current business through introducing
a Cashflow as a Service proposition to your clients?
Then Moneysoft is for you.

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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.

Moneysoft Cashflow as a service eBook

Moneysoft eBook

Stay ahead by offering Cashflow as a Service. Download our free ebook.

Moneysoft Webinar

Moneysoft Webinar

Learn how to offer Cashflow as a Service backed by Moneysoft technology. Register for a free webinar.

Pricing info

Take Moneysoft for a free trial run to see
which solution fits your needs.

View our pricing here.

Moneysoft Lite personal finance software

Moneysoft Lite

Moneysoft Lite provides a stepping-stone, into cash flow as a service.
So, If you’re looking to increase your existing client services with improved business productivity, Lite gives you that option.

Read more about Moneysoft lite

Moneysoft Pro money management

Moneysoft Pro

A dedicated full-service money management solution, Moneysoft Pro supports financial professionals who offer cash-flow, budgetary and money management coaching, to their clients.

Read more about Moneysoft Pro

Personal Budgeting Tool Solution

Personal Solution

If you are an individual who is looking for a powerful personal money management and budgeting tool, to give you a complete and true picture of your personal finances, then look no further.

Read more about
Moneysoft for Individuals