2SOLUTIONS 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.
With a dedicated business portal, white label options, resources, support and so much more. Drive greater value with your business cost efficiently.
3YOUR COMPLETE WEALTH AND CASH FLOW PORTAL
Set-up a FREE 30-day trial nowExperience the industry's leading client engagement software. Trial includes complete access to all Moneysoft features and support. No obligation. No automatic roll-over.
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.
A leading client engagement software for anyone advising on financial matters, Moneysoft provides solutions for Individual users, Small-to-Medium Business and Large Enterprise. Connecting bank, investment, mortgage and other accounts from multiple providers, Moneysoft is 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 has features and tools covering fact find, budgeting, cash flow, goal tracking and deep-dive analysis or reporting. With tailored Fact Find, White Labelling, APIs and a raft of customisations available, Moneysoft helps everyday Australians improve their financial health and achieve financial goals, while offering huge efficiency gains to financial coaches, advisers, planners, mortgage brokers, and superannuation funds.
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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."
Read full case study
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.
