Moneysoft Lite helps advisers increase efficiency and grow their business.
Deliver instant benefits to your clients through the automated financial health check, allowing them to set short and long-term goals.
Use this information to tailor your services to offer the most appropriate financial products and services to support them.
Click here to read how one adviser is using Moneysoft Lite in their business.
Automatically identify areas of improvement in your clients’ cash flow management, delivering opportunities for further fee-based services.
Demonstrate the benefits of cash flow management and use Moneysoft to generate quick wins for your clients.
Financial health checks and assessments give your clients more visibility of their situation and supports ongoing financial coaching.
Reduce manual data collection with automatic collation of clients’ account balances, property portfolio values and other assets/liabilities in one place.
Comprehensive, free resources to help you develop, package and price your proposition to new and existing clients.
Link client data in minutes with automatic collection of balance and transaction information from more than 130 financial product providers.
* data collection can also be managed manually.
Set short and long-term goals for your clients, then use Moneysoft to build strategies and track progress to ensure they’re achieved.
Our easy-to-use interface and design allows you to seamlessly move your clients between Moneysoft solutions to suit their needs and your service proposition.
Moneysoft’s data collection platform allows you to gain unprecedented insights across your client base using advanced analytics and data mining.
Business Account Pricing starts at just $199.50+GST per month (Volume discounts and wholesale plans are available).
Click here for our pricing
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.
Take the trial
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
A dedicated full-service money management solution, Moneysoft Pro supports financial professionals who offer cash-flow, budgetary and money management coaching, to their clients.
Read more about Moneysoft Pro
Download the Moneysoft Apps here
Changed ToS apply from 13 August 2018