Moneysoft Lite

A simplified version of Moneysoft, best used for client acquisition and onboarding.

$7.98

per client / month + GST

Minimum cost: $199 per month

Moneysoft Lite includes:

  • Unlimited Lite adviser accounts
  • Goal setting and tracking
  • Cash flow and net wealth tracking
  • Automatic alerts
  • Simplified reporting including a Financial Health score, and personalised client GAP report

Find out more …

Moneysoft Pro

The full featured version of Moneysoft, great for managing your clients’ ongoing cashflow.

$19.95

per client / month + GST

Minimum cost: $199 per month

Moneysoft Pro includes:

  • Unlimited Pro adviser accounts
  • Goal setting and tracking
  • Cash flow and net wealth tracking
  • Automatic alerts
  • Unprecedented and comprehensive reporting, including a suite of personalised client reports
  • Document upload and storage
  • Advanced budgeting functionality

Find out more …

Can I use Lite and Pro together?

Yes, in fact using both solutions together has many benefits – some of which are listed below:

Using Lite and Pro together gets you:

  • More flexibility to tailor your proposition
  • The ability to move clients between Lite and Pro
  • Access to benefits of both
  • A great way to rapidly scale your business

 

Ready to start your free Business trial?

Looking to expand your current business through introducing Cashflow as a Service proposition to your clients?
Then Moneysoft is for you

Click here to start your free 30 day trial
No credit cards or contracts required during your trial period. Cancel anytime.

If you are an individual looking at taking Moneysoft as a personal budgetary and money management solution, pricing is just $20/month.
Click here to start an individual trial

If you have any questions about our pricing, please email us directly at sales@moneysoft.com.au.