Help your clients make smarter and more accurate financial decisions

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What is Moneysoft?

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.

Moneysoft Cashflow as a service eBook

Engage your clients for the long term

Find out how to use Cashflow as a Service to help your clients achieve their goals.

Get the guide
Moneysoft Webinar

Moneysoft Webinar

Learn how to offer Cashflow as a Service backed by Moneysoft technology. 

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Moneysoft Lite personal finance software

Moneysoft Lite

Increase your client services with goal setting and tracking, cash flow management, net wealth tracking and Financial Health score reporting, all while improving your business productivity

Read more about Moneysoft Lite

Moneysoft Pro money management

Moneysoft Pro

Moneysoft Pro supports financial professionals with all of the cash-flow, budgetary and money management tools as Moneysoft lite, plus advanced budgeting, document storage and comprehensive reporting. A true full-service money management solution.

Read more about Moneysoft Pro

Personal Budgeting tool Solution

Personal Solution

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