1AHEAD OF THE CURVE – YOUR GUIDE TO OPEN BANKING
View the WhitepaperHow the Consumer Data Right can create competitive advantage and drive innovation for financial planners, money coaches and mortgage brokers.
How the Consumer Data Right can create competitive advantage and drive innovation for financial planners, money coaches and mortgage brokers.
2YOUR COMPLETE WEALTH AND CASH FLOW PORTAL
30 DAYS FREE ACCESS - START HEREExperience the industry's leading client engagement software. 30 Day Free access includes all Moneysoft features enabled and support. No obligation. No pre-payment required.
3SOLUTIONS FOR SMALL PRACTICE TO ENTERPRISE
See our pricingWith a dedicated business portal, white label options, resources, support and so much more. Drive greater value with your business cost efficiently.
YOUR FACT FIND, DIGITISED!
Learn MoreSync and pre-populate data via integrations with compliance tools such as XPLAN, Midwinter, Xeppo or other 3rd-party systems. Watch the recent webinar recording just released to see how simple and powerful it could be in your business.
Moneysoft is an Australian-based, international fintech supplier to financial planners, money coaches, wealth management and retirement funds. Our technology helps significantly improve the financial wellbeing of individuals, advised clients and fund members, with solutions for Personal users, Small-to-Medium Business, and Large Enterprise.
Configurable add-ons allow our subscribers to differentiate, while our cutting-edge client engagement, automatic data collection, and out-of-the-box integrations deliver advanced process automation and significant efficiency gains. Complete APIs are available across our platforms to support advanced solutions, either stand-alone, or embedded within existing applications.
Moneysoft PFM is ideal for financial planners and money coaches looking for client portal, digital onboarding and ongoing digital servicing capabilities. Data from cash, savings, credit card, loan, mortgage, superannuation, and brokerage accounts, plus manual uploads and more, are automatically combined into a complete picture of household wealth and cash flow. Includes powerful features such as fact find, goal tracking, cash flow modelling, advanced reporting, and a range of 3rd-party system integrations.
Moneysoft Round Ups is a product-independent micro-investing solution, perfect for wealth and superannuation funds looking to gain an edge in member acquisition, member engagement and growth of funds under management.
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Engage your clients for the long term
Customer Stories
See how Moneysoft has been implemented by these financial professionals, supporting them in providing a highly effective service with their clients.
"They smile – there’s a moment when they twig. They say ‘I didn’t believe it but it seems like it’s working at the moment’ and the next month it gets better and the following month it gets even better."
Read full case study
Michael Chew
Co-Founder & Director of Orange Wealth
"When it's in your face you start to make sure money is directed towards your values. When we're on autopilot that doesn't happen."
Read full case study
Adele Martin
Money Mentor
"I don’t think we’ve had any client that’s on Moneysoft leave us. The clients that have left us have been the risk only clients – they’re not really engaged."
Read full case study
Jodie Douglas
Founder at Mad About Life
The Latest from the Business Hub
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.
