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.

Moneysoft Webinar

Moneysoft Webinar

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

Moneysoft Lite personal finance software

Moneysoft Lite

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

Moneysoft Pro money management

Moneysoft Pro

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

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