Business Hub

Link Group combines technology with Moneysoft to streamline advice to superfund members

» » Link Group combines technology with Moneysoft to streamline advice to superfund members

Link Group has partnered with Moneysoft to streamline advice engagement for superannuation fund members and advisers with the launch of Link Advice Digital Fact Find.

The new offering streamlines and automates the data entry process for advisers and members, improving the member experience and saving advisers time. The product is configured to fund requirements, engaging members in a dynamic, easy to follow digital format.

General Manager of Link Advice, Duncan McPherson said: “Digital Fact Find is the best of Link Group solutions and Moneysoft products combined to better service members and clients. The introduction of the Link Advice Digital Fact Find will not only improve member engagement but also improve adviser efficiency and compliance.”

Link Advice Digital Fact Find is available to all existing Link Advice superannuation clients now. You can find out more here.

Posted 3 years ago by Moneysoft Sales Less than a minute to read

Most Popular

Posted 5 years ago by Moneysoft Sales 2 Minute(s) to read

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...

Posted 5 years ago by Moneysoft 4 Minute(s) to read

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...

Partnership adult american black and white 935870 v2

Posted 7 years ago 2 Minute(s) to read

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.

Posted 7 years ago 2 Minute(s) to read

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.

Posted 6 years ago Less than a minute to read

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.

Posted 6 years ago 1 Minute(s) to read

Innovative benchmarking for advisers and clients

As part of the standard offering, Moneysoft includes free access to a benchmarking and reporting tool giving Advisers unique insights into the spending habits of their clients and the ability...

Posted 6 years ago Less than a minute to read

How to help young professionals reach their goals

Michael Chew, Co-Founder & Director of Orange Wealth Michael's clients are typically young, professional families.

Posted 6 years ago 2 Minute(s) to read

New budget overview

Overview The budget page has undergone a significant re-design. Check out our walk through video by clicking here.

Release notes people woman coffee meeting v2

Posted 6 years ago 2 Minute(s) to read

Release notes August / September 2018

The process of entering in updated credit card details has been improved to prevent an issue where this could fail and not provide an error message.