Moneysoft Pro for Business

The full service money management solution that delivers complete financial money management services and enables deeper client conversations.

Sign up for your
FREE 30 day trial

Who uses Moneysoft Pro?

  • Financial Advisers and Planners
  • Financial Planning Dealer Groups
  • Mortgage Brokers and Aggregators
  • Professional Money Coaches
  • Debt Reduction and Budgeting Service Providers
  • Software Vendors and Managed Service Providers
  • Superannuation Funds

What can Moneysoft do for your business?

The Moneysoft Pro dedicated full-service money management solution, provides everything financial professionals need to ensure their clients achieve their financial goals.

Using Moneysoft’s cash flow, budgeting and money management services allows financial professionals to grow revenue, boost efficiency and increase profitability.

Our existing integrations with market leading planning software providers, such as iRESS XPLAN provide you with an extremely powerful combination to service your clients, at no extra cost.

BUDGETING & CASHFLOW

Help clients achieve their goals through streamlined banking structure and cashflow management – instilling healthy disciplines enabled through structured financial coaching.

MORE VISIBILITY = MORE RESULTS

Deliver reports that strengthen your services – from quick ‘Health Checks’ to ongoing benchmarking via the inbuilt tool budget vs actual, cash flow and net worth reports and more.

REAL-TIME DATA*

Link client data in minutes with automatic, collection of balance and transaction information from  more than 130 financial providers.

This includes automated property evaluation of a client's residence and investments.

*data collection can also be managed manually.

HELP CLIENTS ACHIEVE THEIR GOALS

Set short and long-term goals for your clients, then use Moneysoft to build strategies and track progress to ensure they’re achieved.

DEDICATED ADVISER PORTAL

Link clients into one efficient platform and combine this with your own expertise to offer a customised service for your clients.

INSIGHTS ACROSS YOUR CUSTOMER BASE

Moneysoft’s data collection platform allows you to gain unprecedented insights across your client base using advanced analytics and data mining.

ACCOUNT ALERTS

Moneysoft’s data collection platform allows you to gain unprecedented insights across your client base using advanced analytics and data mining.

PRICING INFORMATION

Our business pricing starts at just $199.50+GST per month (Volume discounts and wholesale plans are available).

Click here for our pricing

GROW YOUR ENGAGEMENT

Moneysoft allows you to better understand your clients’ behaviour across their financial lifestages, then tailor your services to offer optimal financial products and services to support them.

Customer testimonials

1
4

It’s one thing to help our clients set up their spending and savings plans, it’s another thing entirely to help them stay on track.

Moneysoft provides this solution in an efficient and user-friendly manner that allows us to track our client’s progress and ensure they remain on target with their financial goals. 

We love Moneysoft, and our clients love this dynamic approach to money management.  Without Moneysoft’s technology we would be unable to efficiently assist our clients reach their ultimate goal of financial independence. 

Glen Malkiewicz

Senior Financial Adviser
JBS Financial Strategists

1

Helping our clients understand their cash flow by using smart tools like Moneysoft is critical to ensuring that the long term wealth management plans that we establish for our clients, are based upon accurate cashflow assumptions, helping us to have proactive discussions with our clients about their financial progress across all aspects of their wealth.

Adam Morse

Director of Wealth
BlueRock Financial Wealth

2

Moneysoft has provided AFPG clients and advisers with sophisticated, but user-friendly, budgeting software. It enhances our mission of understanding our client’s financial situation intimately.

Our determination to support our clients through exceptional service and products includes having Moneysoft. It is an important addition to our suite of services.

Sonia Dickson

Project Manager
Australian Financial Planning Group

3

I just wanted to let you know how much we appreciate working with Moneysoft and how much the program has assisted us with monitoring our clients’ position.

As a business that focuses on reducing debt and creating wealth, budgeting is certainly a key aspect of that process.

Moneysoft has made a huge difference to our business allowing us to correctly monitor a client’s income and expenditure in an easy, timely and efficient manner.

Shaun Frost

Certified Financial Planner
Financial Coaching Australia

4

Take the free trial and see how Moneysoft can benefit your business

Try our free 30-day trial and see how Moneysoft can help your clients achieve their goals and help you grow your business.

No credit cards. No obligations.

Moneysoft Lite

Moneysoft Lite provides a stepping-stone, into cash flow as a service.
So, If you’re looking to increase your existing client services with improved business productivity, Lite gives you that option.

Read more about our Moneysoft Lite

Personal Solution

If you are an individual who is looking for a powerful personal money management and budgeting tool, Moneysoft has a solution, to give you a complete and true picture of your personal finances.

Read more about our Personal Budget Solution