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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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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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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.

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Empowering Financial Wellness
Empowering Financial Wellness in Australia with Envestnet

Empowering Financial Wellness in Australia with Envestnet | Yodlee Financial Data AggregationThe ChallengeWith 8 out of 10 Australians needing financial advice but not receiving it due to factors like high...

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November 2020 Newsletter

Moneysoft November 2020 eNewsletter out now.

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