Moneysoft Pro for Business

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

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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 you and what can it do for your clients?

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, while helping their clients in increasing their overall financial capability.

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

If advisers don’t change and embrace tools like Moneysoft, they won’t be here in 10 years: they’ll become the Blockbuster Video of financial planning.

Adele Martin
1

Most people don’t come to us and say they want a budget but we put everyone on Moneysoft so we can collect all their financial information in one spot.

Michael Chew
2

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
3

Moneysoft gives clients an awareness of everything we’ve done for them: it shows them their investments, super and cash flow.

Jodie Douglas
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