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Experience the latest news from Moneysoft here.
What does your business say about you?
Moneysoft CEO, Jon Shaw and XY Adviser founder, Clayton Daniel discuss a simple process you can use to consider the value that your business delivers and the role that technology can play in amplifying your existing capabilities, and building new ones.
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Software without service only delivers half the value.
Moneysoft CEO, Jon Shaw and XY Advisor founder, Clayton Daniel discuss the role of software in service organisations and some principles that you can apply if you’re looking to successfully scale your own service business. Watch now.
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Release Notes March 2022
In an ongoing effort to continuously improve the user experience, we have implemented some enhancements and improvements to ensure navigating and performing actions within the software is as easy as possible.
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Release Notes February 2022
After some extra-special effort and collaboration between the DocuSign and Moneysoft engineering teams, your own DocuSign account can now be enabled and used within the Moneysoft web portal. Any practice that has a DocuSign account can easily integrate it with their Moneysoft practice account, and request client signatures directly through Moneysoft.
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September 2021 Newsletter
Moneysoft December 2021 eNewsletter out now. Catch up with the latest software updates, integration and events: Yodlee 1.
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Release Notes December 2021
1. Investment Account Holdings DataA much anticipated new feature has just been added to Moneysoft… Investment account holdings data.
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Release Notes October 2021
1. Historical Balances for Other Accounts, Properties and Manual Data Accounts
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You can view some of our most popular news articles below.
Media Release: New website launches with solutions to support Super funds
MEDIA RELEASE Moneysoft launches new website to support super fund focus December 14, 2018 Financial technology company Moneysoft has launched a new website that showcases its growing range of services to large...
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Research shows that budgeting and cashflow management the top advice priority for younger Australians
Research shows that budgeting and cashflow management the top advice priority for younger Australians 15 January, 2019 Younger people overwhelmingly rank budgeting and cashflow management as the most valuable type of...
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Qualifying the value of a financial coaching service
Advisers who can help wealth accumulators and retirees manage their spending and cashflow will be able to demonstrate their value and justify their fees year-in and year-out, Peter Malekas writes.
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Moneysoft enters new partnership with Mortgage Choice
April 11th, 2017: Moneysoft’s advice technology will power a new Mortgage Choice Financial Planning tool aimed at bolstering clients’ money management skills and helping them reach their financial goals.
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Moneysoft expands footprint with Investfit and Xeppo integrations
Moneysoft has struck new deals to integrate its cashflow as a service solution with goals-based advice software Investfit and software data connector Xeppo.
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Moneysoft and IRESS XPLAN deliver a powerful combination
Curbing regulatory changeMaintaining and adhering to the regulatory compliance standards in Australia, means that Financial advisers face new challenges to deliver a quality service offering.
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Pay for technology but make sure it pays off for you
Moneysoft founder Peter Malekas believes in technology. He also believes technology vendors should pay their own way.
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Bringing tailored advice to the mass market using technology
Adele Martin, Money Mentor. Adele Martin, is transforming the advice industry, using technology to scale her business.
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With trust levels plummeting, it's time to get personal
Tackling the trust issue is one of the greatest challenges currently facing our industry.
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Take a look through our posts! There's a wealth of useful information for you and your business.
What does your business say about you?
Moneysoft CEO, Jon Shaw and XY Adviser founder, Clayton Daniel discuss a simple process you can use to consider the value that your business delivers and the role that technology can play in amplifying your existing capabilities, and building new ones.
Read more
Software without service only delivers half the value.
Moneysoft CEO, Jon Shaw and XY Advisor founder, Clayton Daniel discuss the role of software in service organisations and some principles that you can apply if you’re looking to successfully scale your own service business. Watch now.
Read more
Release Notes March 2022
In an ongoing effort to continuously improve the user experience, we have implemented some enhancements and improvements to ensure navigating and performing actions within the software is as easy as possible.
Read more
Release Notes February 2022
After some extra-special effort and collaboration between the DocuSign and Moneysoft engineering teams, your own DocuSign account can now be enabled and used within the Moneysoft web portal. Any practice that has a DocuSign account can easily integrate it with their Moneysoft practice account, and request client signatures directly through Moneysoft.
Read more
Release Notes December 2021
1. Investment Account Holdings DataA much anticipated new feature has just been added to Moneysoft… Investment account holdings data.
Read more
Release Notes October 2021
1. Historical Balances for Other Accounts, Properties and Manual Data Accounts
Read more
