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Adviser Reports To Make Your Job Easier!

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Advisers…we listened! And here we are, proud to introduce 3 more reports to add under your belt. Client Performance Report This report lists the Top 10 Best and Worst Performing Clients. It calculates the client’s budget vs. actual difference for this month, last month, last quarter and the last 12 months. Activity Report This report displays the number of clients each adviser has invited to Moneysoft over different time periods and informs the Adviser the number of linked and non-linked accounts associated to their clients. Alert Report This report identifies which client has uncategorised transactions, is over budget, if they have met goal contributions and when they last logged in to Moneysoft. Login today and view the new Reports. If you require further assistance visit our FAQ page for a step-by-step guide.

Posted 9 years ago Less than a minute to read

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Posted 5 years ago by Moneysoft Sales 2 Minute(s) to read

Media Release: New website launches with solutions to support Super funds

MEDIA RELEASE Moneysoft launches new website to support super fund focus December 14, 2018 Financial technology company Moneysoft has launched a new website that showcases its growing range of services to large...

Posted 5 years ago by Moneysoft 4 Minute(s) to read

Research shows that budgeting and cashflow management the top advice priority for younger Australians

Research shows that budgeting and cashflow management the top advice priority for younger Australians 15 January, 2019 Younger people overwhelmingly rank budgeting and cashflow management as the most valuable type of...

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Posted 7 years ago 2 Minute(s) to read

Moneysoft enters new partnership with Mortgage Choice

April 11th, 2017: Moneysoft’s advice technology will power a new Mortgage Choice Financial Planning tool aimed at bolstering clients’ money management skills and helping them reach their financial goals.

Posted 7 years ago 2 Minute(s) to read

Moneysoft and IRESS XPLAN deliver a powerful combination

Curbing regulatory changeMaintaining and adhering to the regulatory compliance standards in Australia, means that Financial advisers face new challenges to deliver a quality service offering.

Posted 6 years ago Less than a minute to read

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.

Posted 6 years ago 1 Minute(s) to read

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...

Posted 6 years ago Less than a minute to read

How to help young professionals reach their goals

Michael Chew, Co-Founder & Director of Orange Wealth Michael's clients are typically young, professional families.

Posted 6 years ago 2 Minute(s) to read

New budget overview

Overview The budget page has undergone a significant re-design. Check out our walk through video by clicking here.

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Posted 6 years ago 2 Minute(s) to read

Release notes August / September 2018

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.