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Built around the needs of the end-user, Moneysoft’s solutions support the adviser-client relationship and help make achieving clients’ financial goals a shared responsibility. Cash flow, budgeting, saving and goal-tracking are all available through our user-friendly platforms, supported by a single dynamic view of financial data.
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We already integrate with many existing providers, such as iress Xplan, providing you with an extremely powerful combination, at no additional cost. All of this combined, makes us the perfect partner for your business.
See how Moneysoft has been implemented by these financial professionals, supporting them in providing a highly effective service with their clients.
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.
Keep up to speed on the latest news from Moneysoft here.