Learn how to offer a money management service, backed by Moneysoft technology. In this free 1 hour webinar, we will cover:
An overview of a money management, budgeting and Cashflow as a Service offering for your clients, covering topics such as ‘Changing the client conversation’; knowing your client better, scaling your advice, offering cash flow management services and how to developyour offer.
The full functionality available through the Moneysoft platform, including both Lite and Pro plus on–boarding assistance and available resources, ongoing administration and support, how to manage clients via the portal, and how to share your Account with colleagues or associates so they can also take advantage.
Client Portal Operation – an overview of all of the functionality available, including automatic data collection, transaction management, budgeting, goal tracking, and reporting.
Insights – How Moneysoft’s existing customers are utilising the software to drive new revenue and to gain business efficiencies.
Licensing and pricing information and more.
Your attendance at this webinar will automatically earn you 1 CPD point. A certificate will be issued to you within a few days of completion of the event.
The webinar is designed to be interactive and we encourage questions throughout. Please note that these are facilitated via the webinar platform, once you are logged in for the event.