Flexibility to suit your needs
All of our Subscription Plans include the equivalent value of users as part of the minimum subscription fee – you only pay more when total usage exceeds the minimum fee for your chosen plan. And that’s not all, every Subscription Plan enjoys the potential of volume discounts ranging from 5% to 20% off your total invoice. Just choose the plan that's right for you, safe in the knowledge that you can upgrade, any time.
Every product is available as part of your Subscription, with the functionality increasing in scope as you go. For example, if you have a client on Cash Flow Pro, all Fact Find and Wealth Track functionality is included. You can shift clients between product types to suit the service or capability required, at any time! All of our out-of-the-box integrations with XPLAN, Docusign, Midwinter etc are included in the price. No tricks, just great value.
Commercial plan
Most Popular
Minimum subscription term is 3 months
Mix'n'match products across your clients
Pay only for what you use (min. applies)
All supported integrations included
Upgrade your plan at any time
White labelling and add-on options
Volume discounts automatically applied
Wholesale plan
Large Groups
Minimum subscription term is 12 months
Mix'n'match products across your clients
Pay only for what you use (min. applies)
All supported integrations included
Upgrade your plan at any time
White labelling and add-on options
Volume discounts automatically applied
Enterprise plan
Funds / Licensees
Minimum subscription term is 12 months
Mix'n'match products across your clients
Private hosting and other customisations
Aggregator choice for security & privacy
Technology Assessment Pack available
Full customisation and white labelling
Volume discounts by negotiation
Moneysoft for Personal Use
If you are looking for a powerful, personal money management and budgeting tool to give you a complete picture of your personal finances, then look no further.
Click here to find out more or get started now with your 30 day free access.
If you are looking for pricing information about our APIs or Round-Ups solutions,
please call us on 1300 850 878.
