Professional

Introduction

The Moneysoft Pro dedicated full-service money management solution, provides everything financial professionals need to ensure their clients achieve their financial goals.

Using Moneysoft’s cash flow, budgeting and money management services allows financial professionals to grow revenue, boost efficiency and increase profitability, while helping their clients in increasing their overall financial capability.

Our existing integrations with market leading planning software providers, such as iRESS XPLAN provide you with an extremely powerful combination to service your clients, at no extra cost.

Who uses Moneysoft Pro?

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

Financial Planning Dealer Groups

What can Pro do for your Business?

Customer Stories