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Moneysoft

MONEYSOFT LAUNCHES INNOVATIVE BENCHMARKING TOOL FOR ADVISERS & CLIENTS

March 8th 2016: Financial advisers now have access to a new benchmarking and reporting tool, giving them unique insight into the spending habits of their client base and the ability...

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Try some technology – you may be surprised how simple it is

The word technology is bandied about in financial services as the key to deeper client engagement and the delivery of scalable advice but the majority of advisers have difficulty understanding...

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Financial and Physical Health – They’re More Closely Related Than You May Think.

Here’s some food for thought. . . Budgeting and paying off debt is a lot like eating well and being fit.

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AUSSIE FINTECH FIRST TO MARKET WITH DATA FEED CHOICE FOR ADVISERS, SUPER FUNDS

February 9th 2016: Cloud-based money management and budgeting platform, Moneysoft is the first Australian service to offer financial advisers and superannuation funds the flexibility to choose the model of data...

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Ten steps to scalable advice

Scalable advice propositions, which leverage technology to make the delivery of advice more efficient and cost-effective, will allow investors and advisers to go on life’s journey together not just meet...

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Your Financial Checklist

The beginning of each New Year is a time to contemplate aspirations for the future.

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What do financial advisers and gold-diggers have in common?

The key to effective strategic advice is an in-depth understanding of a client’s cashflow, financial behaviour and personal objectives, not necessarily the size of their asset pool.

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How to Boost Your Financial Fitness!

Serious financial issues can be a heavy burden not only on a person′s bank account, but on their health and wellbeing too.

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The Christmas consumer

Christmas shopping is steeped in consumer ritualism. It’s a deeply entrenched family custom - a rite of passage because that’s what our folks did.

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