Adviser News - Blog

Scale your business through a collaborative cash flow management service

How taking a collaborative approach can help you to scale client cash flow services and drive more profit Financial Advisers can sometimes struggle to provide cash flow management services because they cannot profitably scale administration and client engagement. Through collaboration and better understanding of the client’s financial situation this challenge can present a huge opportunity for Advisers to scale their business. There are 3 common dilemmas for Advisers: They can quickly get bogged down with the small stuff as they try to establish a systemised approach to assist clients. They can easily get busy, and are reactively focused on ‘non-growth’ …

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Adviser News - Blog

Regtech gives advisers a way out of a tight spot

Growing regulatory pressure combined with increased client expectations can put the squeeze on financial advisers. Embracing regtech can provide space to grow a thriving business, says Moneysoft’s Jon Shaw. For both regulation and client expectations, the only way is up. That creates a conundrum for financial advisers, who are caught in a difficult situation trying to meet what appear to be conflicting demands. “The reality is regulation often lags behind innovation,” Bill Maris has said. He knows what he’s talking about. Maris is a tech maven and entrepreneur who founded Google Ventures, the internet giant’s venture capital investment vehicle. Regtech …

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Adviser News - Blog

How advisers can learn about change management and make their business stand out

Be the change you want to see in the world: how advisers can learn about change management and make their business stand out The advice industry is rapidly evolving, leaving many advisers wondering just how to keep up. Moneysoft founder and managing director Peter Malekas finds that when it comes to change you can believe in, many of the answers are close to home. A change is as good as a holiday – but without effective management, staff often pack their bags for good. You can hire intelligent leaders who anticipate what’s ahead. You can use systems to work smarter. …

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Blog - In the Media

Moneysoft launches new digital solution for superannuation and investment funds

16 October, 2017: Superannuation and investment funds have a new way to boost the engagement of their members and clients with the launch of Moneysoft’s latest digital solution, Round-ups. Round-ups lets people make small, regular contributions to their investment or superannuation account by automatically investing the spare change from their everyday transactions. Whether offered as a stand-alone application or integrated with existing digital platforms, Round-ups is highly customisable for each institution’s individual needs and brand. It’s a turn-key solution that uses enterprise-grade technology and is designed for an optimal mobile experience on smartphones and tablets. “Round-ups is available to superannuation funds, …

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Adviser News - Blog

How fintech can help mortgage brokers navigate the regulatory environment

Mortgage brokers are caught between two worlds: they’re not strictly salespeople but they’re paid by commission; they’re not financial planners but they advise Australians on their biggest purchase. Potential new regulations aimed at overhauling remuneration and increasing transparency are bringing the two closer together — but not without some uncertainty and pain. Regulatory fintech (more commonly known as regtech) has a key role to play in solving those problems and more. Regtech can allow mortgage brokers to boost their productivity with straight-through processing that includes automated analysis of a client’s true financial position. It can also power cross-selling of products, such as …

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Adviser News - Blog

Moneysoft and XPLAN deliver a powerful combination

Curbing regulatory change Maintaining and adhering to the regulatory compliance standards in Australia, means that Financial advisers face new challenges to deliver a quality service offering. This also means that advisers must find new ways to improve their business processes to ensure they do not fall short. Moneysoft can help advisers curb the increasing regulatory challenges without having to make vast changes to their existing processes or financial systems. By leveraging Moneysoft’s integrations with a number of leading financial platforms, advisers can significantly benefit from business efficiencies and productivity improvements. Moneysoft’s integration with iress XPLAN, a CRM and financial planning tool, …

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In the Media

Centrepoint enters into partnership with Moneysoft

5th September 2017:  Financial services firm Centrepoint Alliance has partnered with Moneysoft to deliver a full-service money management and cash flow platform, which will strengthen the adviser-client relationship and give advisers a deeper understanding of their client’s financial situation. Moneysoft provides market leading technology solutions for the financial services industry, including cash flow solutions for financial advisers, equipping them with tools that enable efficient cash flow, budgeting, savings and goal-tracking services which support their clients, at every stage of their financial journey. Built with both the adviser and end-user experience in mind, Moneysoft’s solutions fully support the trusted adviser-to-client relationship, …

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In the Media

Moneysoft expands footprint with Investfit and Xeppo integrations

August 24, 2017: Moneysoft has struck new deals to integrate its cashflow as a service solution with goals-based advice software Investfit and software data connector Xeppo. The partnerships bring together powerful technology and the capability for financial services providers to offer customised solutions that meet the individual needs of their client base. Moneysoft founder and managing director, Peter Malekas, said the integrations will unlock new insights for financial services businesses, supporting deeper client engagement while also identifying future leads and increasing efficiency. “We’re putting control back into the hands of funds, advisers and brokers to say what they want to achieve …

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Adviser News - Blog

Why small change can make a big difference

Retirement is characterised by uncertainty: no one knows how long they’ll live, how markets will perform and ultimately, just how much money they’ll need. It makes retirement planning incredibly complex. Australia’s record household debt levels suggest that few people have a handle on their current expenses, let alone how much they’ll need once they stop working. However, big data is changing our understanding and crucially, our behaviour. It doesn’t necessarily take difficult changes that weigh down people’s current lifestyles, to improve their retirement. Big data reveals the state of retirement A new analysis by actuarial firm Milliman of the real-world …

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Adviser News - Blog

Navigating the technology revolution

The rise of advice-tech means advisers are faced with so much choice. It’s easy to stall and even easier to take a wrong turn. A bad decision costs more than money. It can compromise the quality of advice, threaten compliance and undermine staff morale. Most of all, it wastes time. Navigating the increasingly crowded advicetech landscape doesn’t have to be a fraught experience. The right combination of smart technology solutions can deliver lasting improvements to productivity, service and profitability. This empowers advisers to focus on what they do best – giving advice. Know where you want to go From artificial …

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