Free introductory webinar

Learn how to offer a money management and cash flow service, backed by our technology, as a real proposition for your clients.

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Learn how to offer a money management service, backed by Moneysoft technology. In this free 45 minute webinar, we will cover:

  1. An overview of a money management and cashflow as a service proposition for your clients ‘Changing the client conversation’; knowing your client better, scaling your advice, offering cashflow services and developing your offer.
  2. The full functionality available to you, including on–boarding assistance and full resources including process and set-up guides, ongoing administration, how to manage clients via the portal, and how to share your Account with colleagues or associates so they can also take advantge.
  3. Client Portal Operation – across the solution set plus a guide to all of the functionality available, including automatic data collection, transaction management, budgeting, goal tracking, and reporting.
  4. Insights – How Moneysoft’s existing customers are utilising the software to drive new revenue and gain business efficiencies.
  5. Licensing and pricing information and more.