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Moneysoft

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Regtech gives advisers a way out of a tight spot

Growing regulatory pressure combined with increased client expectations can put the squeeze on financial advisers. Embracing regtech can provide space to grow a thriving business, says Moneysoft’s Jon Shaw.

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How advisers can learn about change management and make their business stand out

Be the change you want to see in the world: how advisers can learn about change management and make their business stand out The advice industry is rapidly evolving, leaving many...

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Moneysoft launches new digital solution for superannuation and investment funds

16 October, 2017: Superannuation and investment funds have a new way to boost the engagement of their members and clients with the launch of Moneysoft’s latest digital solution, Round-ups.

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How fintech can help mortgage brokers navigate the regulatory environment

Mortgage brokers are caught between two worlds: they’re not strictly salespeople but they’re paid by commission; they’re not financial planners but they advise Australians on their biggest purchase.

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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.

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Centrepoint enters into partnership with Moneysoft

5th September 2017:  Financial services firm Centrepoint Alliance has partnered with Moneysoft to deliver a full-service money management and cash flow platform, which will strengthen the adviser-client relationship and give...

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Integrations XEPPO
Moneysoft expands footprint with Investfit and Xeppo integrations

Moneysoft has struck new deals to integrate its cashflow as a service solution with goals-based advice software Investfit and software data connector Xeppo.

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Why small change can make a big difference

Retirement is characterised by uncertainty: no one knows how long they’ll live, how markets will perform and ultimately, just how much money they’ll need.

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Navigating the technology revolution

The rise of advice-tech means advisers are faced with so much choice. It’s easy to stall and even easier to take a wrong turn.

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