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Our solutions enable financial professionals and their clients to make smarter and more accurate financial decisions.
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 real-time, complete financial data.
Take a free trial now to see how it can benefit your clients and your business.
Find out how to use Cashflow as a Service to help your clients achieve their goals.
Learn how to offer Cashflow as a Service backed by Moneysoft technology.
Moneysoft Lite provides a stepping stone into cash flow as a service. If you’re looking to increase your existing client services with improved business productivity, Lite gives you that option.
Read more about Moneysoft Lite
A dedicated full-service money management solution, Moneysoft Pro supports financial professionals who offer cash-flow, budgetary and money management coaching, to their clients.
Read more about Moneysoft Pro
If you are looking for a powerful, personal money management and budgeting tool to give you a complete and true picture of your personal finances, then look no further.
Read more about Moneysoft for Individuals
Download the Moneysoft Apps here
Changed ToS apply from 14 December 2017