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.
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...
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.
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.
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.
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...
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.
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.
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.