New Features

Release notes August / September 2018

1.       Individual Users – Credit Card The process of entering in updated credit card details has been improved to prevent an issue where this could fail and not provide an error message. 2.       Safari Browser and iPad Further fixes and improvements have been implemented for Safari and Tablet users and we are continuing to work usability issues in these environments. 3.       Other Account Options We have reviewed the Other Account options and after some feedback the decision was made to split the Other option into two.  When choosing Other you can now select either Other Asset or Other Liability. This …

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New Features - Resources

New budget overview

Overview The budget page has undergone a significant re-design.   Check out our walk through video by clicking here. With a focus upon the client experience, it has all the same functionality as before, but it is now even easier to review and edit all the budget categories. Gone is the budget view and edit process and in its place is a series of category group tiles. Each tile contains the category group header, the budgeted amount for the month, the amount earned or spent, the amount remaining and a visual indication for the category position. Category group tiles highlighted with a …

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Blog - New Features

Release notes July / August 2018

1. Business Account Branding We know how important business branding is and we have been working overtime to address issues being experienced by some of our business partners. The business logo on the client landing page, will now use the same logo selected for the business account and currently seen after logging in. The mysterious replacement of the logo on the client landing page by the default background image has also been rectified with this image now securely locked away and only allowed out when set as the background image. Some business partners have reported that their logo is momentarily …

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Case Studies

How to help young professionals reach their goals

Michael Chew, Co-Founder & Director of Orange Wealth Michael’s clients are typically young, professional families. They have higher-than-average incomes but their wealth often comes with big lifestyle goals and expenses. Most know they need to change but not all are ready for it. “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.” To read the full case study click here.

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Adviser News - Blog

Innovative benchmarking for advisers and clients

As part of the standard offering, Moneysoft includes free access to a benchmarking and reporting tool giving Advisers unique insights into the spending habits of their clients and the ability to compare the financial behaviour and performance of individuals, against their peers. The innovative tool is available to all Moneysoft business account holders and aims to foster deeper client discussion, engagement and understanding. The tool divides clients into three broad categories: singles, couples and families, enabling a comparison of their financial position and behaviour, relative to their peers in real time and over a period of time. Advisers can also …

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Blog

With trust levels plummeting, it’s time to get personal

Tackling the trust issue is one of the greatest challenges currently facing our industry. Peter Malekas, Founder and MD of Moneysoft, explores practical ways for advisers to turn the tide. We are experiencing a national crisis of confidence in our institutions. Our trust in business, government, media and non-government organisations has fallen drastically in the past year, and signs point to it getting worse before it gets better. Australia is among the countries to have experienced an extreme loss of trust in the past year, with public trust in our institutions plummeting by a total of 10 percentage points between 2017 …

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Case Studies

Bringing tailored advice to the mass market using technology

Adele Martin, Money Mentor. Adele Martin, is transforming the advice industry, using technology to scale her business. A multi-award winning Certified Financial Planner, Adele is the founder of Firefly Wealth and The Savings Squad. Adele sat down with us to tell us all about how she has made cashflow and budgeting a fundamental part of her thriving financial planning business. Adele’s practice has generated an extra $20,000 in revenue, while simultaneously creating a strong pipeline of leads that become full planning clients. “When it’s in your face you start to make sure money is directed towards your values. When we’re …

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Adele Martin & Peter Malekas
Adviser News - Blog

Pay for technology but make sure it pays off for you

Moneysoft founder Peter Malekas believes in technology. He also believes technology vendors should pay their own way. “What you pay for something, you should get back at least 10 times in revenue,” he told an audience at the Adviser Innovation Summit 2018. “I call that my one-to-ten ratio. If you’re paying $20 for something, you should be charging at least $200 for that. Why? Because there’s a cost and a return on investment over time before you actually make money.” Financial planner Adele Martin is living proof that the one-to-ten ratio can work. The founder of Firefly Wealth is using …

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Adviser News - In the Media

Ease of use powers Lite cash flow management tool to one in five Moneysoft subscriptions

Ease of use powers Moneysoft Lite cash flow management tool to one in five Moneysoft subscriptions 15th May, 2018: Time poor advisers and their clients have embraced the streamlined version of Moneysoft’s personal financial management tool, with Moneysoft Lite growing to 20% of active users in less than two years. One in five Moneysoft subscribers now uses Lite, which was launched in late-2016. It caters to advisers and other finance professionals who want a simple, cost-effective way to introduce ‘cashflow as a service’ to their clients. The Lite platform enables advisers to build engagement with different types of clients at varied …

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Case Studies

Building a scalable advice business

Mad About Life Case Study Jodie Douglas, Founder of a relatively young advice practice, ‘Mad About Life’, recently sat down with us to tell us how she has successfully built a thriving practice, by shifting her traditional commission-based risk-insurance business, to an even more profitable and scalable one, using a holistic-based approach. Through applying Moneysoft’s solutions, Jodie has built trust with her clients, providing an even stronger service and value proposition to them– one that keeps her clients engaged and they are willing to pay for. “I don’t think we’ve had any client that’s on Moneysoft leave us. The clients …

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