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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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CUSTOMER STORIES
December 2021 Newsletter

Moneysoft December 2021 eNewsletter out now.

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Release Notes October 2021

1.      Historical Balances for Other Accounts, Properties and Manual Data Accounts

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Release Notes September 2021

1.       Moneysoft PFM Mobile App Updates: Support for Yodlee 1.

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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 August 2021

1. Household Member Feature is live!The new Household Member Feature is now live in the software and available within all Business Accounts.

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Release Notes July 2021

Release Notes for Build: 202107231.

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Midwinter teams with wealth platform on integration deal

Midwinter has announced a new data integration deal with Moneysoft.

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June 2021 eNewsletter

Moneysoft June 2021 eNewsletter out now. Catch up with the latest software updates, integration and events: Yodlee 1. 1 upgrade Midwinter AdviseOS Integration How to Handle EOFY with Moneysoft

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