Moneysoft is a leading provider of personal financial management (PFM) technology, with solutions for Individual users, Small-to-Medium Business and Large Enterprise. We connect bank, credit card, loan, mortgage, superannuation and many other accounts from multiple providers, into a complete wealth and cash flow portal that automatically updates, sorts and reports on the full range of financial data. Presenting an individual’s complete financial situation via an intuitive dashboard, Moneysoft PFM technology covers fact find, budgeting, cash flow, goal tracking, deep-dive analysis and advanced reporting. Moneysoft Round Ups is a product-agnostic micro investing app that is perfect for investment and superannuation fund providers who want to gain an edge with their digital engagement capabilities.

We do all the hard work for you, including fact find configuration, custom white labeling, mobile app deployment, systems integration and support. Complete APIs are available for creation of highly advanced and powerful solutions, either as stand-alone applications or embedded within your existing apps. With a broad range of customisations, Moneysoft helps companies and professionals work with everyday Australians to improve their financial health and achieve financial goals, while offering cutting-edge client engagement, highly-advanced data collection, and out-of-the-box integration with payments, financial planning, mortgage broking and fund administration systems for huge efficiency gains. No-obligation, free access is available for 30 days, so why not go ahead and give us a try!

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We're always enhancing our service and solutions to make sure that we are providing our customers and their clients or members with the very best experiences.

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Midwinter teams with wealth platform on integration deal

Midwinter has announced a new data integration deal with Moneysoft.

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June 2021 eNewsletter

Moneysoft June 2021 eNewsletter out now. Catch up with the latest software updates, integration and events: Yodlee 1. 1 upgrade Midwinter AdviseOS Integration How to Handle EOFY with Moneysoft

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Link Group combines technology with Moneysoft to streamline advice to superfund members  

Link Group has partnered with Moneysoft to streamline advice engagement for superannuation fund members and advisers with the launch of Link Advice Digital Fact Find.

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