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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Release Notes July 2022

 

The following release notes relate to;
Version: 3.0.19 20220719 and
SDK Version: 2.0.0 20220719

 

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Release Notes June 2022

The following release notes relate to;
Version: 3.0.17 20220624 and
SDK Version: 2.0.0 20220624

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June 2022 Newsletter

Moneysoft June 2022 eNewsletter out now.

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