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 enables advisers, financial professionals & their clients to make better decisions through cash flow, budgeting and saving, 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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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."
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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."
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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."
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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.
What does your business say about you?
Moneysoft CEO, Jon Shaw and XY Adviser founder, Clayton Daniel discuss a simple process you can use to consider the value that your business delivers and the role that technology can play in amplifying your existing capabilities, and building new ones.
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Software without service only delivers half the value.
Moneysoft CEO, Jon Shaw and XY Advisor founder, Clayton Daniel discuss the role of software in service organisations and some principles that you can apply if you’re looking to successfully scale your own service business. Watch now.
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