Pricing options for Moneysoft solutions
Discover our pricing below - all with no lock in contracts.
Moneysoft Lite
$7.98 per client / month + GST
- Unlimited Lite adviser accounts
- Goal setting and tracking
- Adviser cash flow reporting and net wealth tracking
- Automatic alerts
- Simplified reporting including a Financial Health score, and personalised client GAP report
Additional Information
A simplified version of Moneysoft, best used for client acquisition and onboarding..
Minimum cost: $199.50 per month
Moneysoft Pro
$19.95 per client / month + GST
- Unlimited Pro adviser accounts
- Goal setting and tracking
- Adviser & client 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
Additional Information
The full featured version of Moneysoft, great for managing your clients' ongoing cashflow.
Minimum cost: $199.50 per month
Can I use Lite and Pro together?
Using Lite and Pro together gives 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 grow your business
-
Considering Moneysoft for your Personal use?
If you are looking for a powerful, personal money management and budgeting tool to give you a complete and true picture of your personal finances, then look no further.
Pricing starts at just $20 per month, inclusive of GST and with no lock in contracts!
Click here to find out more or get started now with your free 30 day no-obligation trial
-
No lock in contracts!
We want you to stay with us but we won't lock you into a long term contract.
In fact, we are so confident in our product we know that once you get going, you'll have no reason to leave us.
If you are looking for information about our wholesale or enterprise solutions pricing, please call us on 1300 850 878
