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.
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.
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.
Director of Wealth BlueRock Financial Wealth
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.
Project Manager Australian Financial Planning Group
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.
Certified Financial Planner Financial Coaching Australia
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