Pricing options for Moneysoft solutions
Discover how much easier money management is with Moneysoft.
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
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No long term contract lock-ins.
We actually want you to stay with us because you like the solutions we provide, our service and our friendly ongoing support, so we won’t lock you in to a long-term contract.
In fact, we are so confident that you’ll love using the software with your clients, that following your initial 3-month commitment you automatically roll on to a month on month subscription.
