Business Hub
Are you ready to embrace Open Banking?
Hosted by Moneysoft CEO, Jon Shaw. This webinar discusses Open Banking and the opportunity that awaits.
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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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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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