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 makes setting up these manual accounts easier and clearly defines them as either an asset or liability.
These new options will be show up in the respective categories in your Net Worth tile and report.
4. Calendar Export
You can now export your Moneysoft calendar in iCalendar format for Outlook and other email programs.
For those who use the calendar to set their bills and income on specific days, you can now export this information and upload it into your preferred calendar to help you keep track of what’s due without having to loginto Moneysoft.
5. Adviser Emails
Business partners now have the ability to update the email address for their advisers.
6. Uncategorised Transactions
The uncategorised transactions number on the dashboard once again correctly matches the actual number of uncategorised transactions.
7. Custom Landing Page
Some minor bugs related to the custom landing page have been corrected and a new option to adjust the colour of the header text has been added.
The Account Balance, Merchant and Cashflow reports have all had minor bug fixes and are now displaying correctly for all periods.
9. Financial Account Logos
The missing logos for Homeloans, Myer, AFG and Virgin Money have all been located and are back in their rightful place.
The following rewards institutions have also been added:
- Fly buys
- Qantas frequent flyer
- Velocity rewards
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...Read more
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...Read more
Qualifying the value of a financial coaching service
Advisers who can help wealth accumulators and retirees manage their spending and cashflow will be able to demonstrate their value and justify their fees year-in and year-out, Peter Malekas writes.Read more
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.Read more
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.Read more
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.Read more
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.Read more
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.Read more
With trust levels plummeting, it's time to get personal
Tackling the trust issue is one of the greatest challenges currently facing our industry.Read more