Moneysoft Lite for Business

Introduce your clients to money management with a simple financial well-being solution with health check capability

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30 day trial

Who uses Moneysoft Lite?

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

What can Lite do for your Business?

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.

GROW YOUR BUSINESS

Automatically identify areas of improvement in your clients’ cash flow management, delivering opportunities for further fee-based services.

DELIVER QUICK WINS

Demonstrate the benefits of cash flow management and use Moneysoft to generate quick wins for your clients.

PRESENT A CLEARER PICTURE

Financial health checks and assessments give your clients more visibility of their situation and supports ongoing financial coaching.

IMPROVE PRODUCTIVITY

Reduce manual data collection with automatic collation of clients’ account balances, property portfolio values and other assets/liabilities in one place.

ALL YOU NEED TO SUCCEED

Comprehensive, free resources to help you develop, package and price your proposition to new and existing clients.

REAL-TIME DATA*

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.

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

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.

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.

PRICING INFORMATION

Business Account Pricing starts at just $199.50+GST per month (Volume discounts and wholesale plans are available).

Click here for our pricing

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.

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

Moneysoft Pro

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