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.
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.
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.
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.
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.
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.
With trust levels plummeting, it's time to get personal
Tackling the trust issue is one of the greatest challenges currently facing our industry.
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...
How to help young professionals reach their goals
Michael Chew, Co-Founder & Director of Orange Wealth
Michael's clients are typically young, professional families.