Business Hub


Release notes people woman coffee meeting v2
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.

Read more
Release notes pexels photo 1020323 v2
New budget overview

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

Read more
Release notes pexels photo 461077 v5
Release notes July / August 2018

1. Business Account Branding We know how important business branding is and we have been working overtime to address issues being experienced by some of our business partners.

Read more
How to help young professionals reach their goals

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

Read more
Depositphotos 74218691 s 2015 1
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...

Read more
Building trust levels
With trust levels plummeting, it's time to get personal

Tackling the trust issue is one of the greatest challenges currently facing our industry.

Read more
Adele Martin Firefly Wealth 300x293
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.

Read more
Peter and Adele 2 720x423
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.

Read more
LITE financial healthy check accounting business close up 1418347 v3
Ease of use powers Lite cash flow management tool to one in five Moneysoft subscriptions

Ease of use powers Moneysoft Lite cash flow management tool to one in five Moneysoft subscriptions 15th May, 2018: Time poor advisers and their clients have embraced the streamlined version of Moneysoft’s...

Read more