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Moneysoft Sales

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Release Notes September 2019

1.       Deleted Calendar EventsAn enhancement was made to improve the way the Calendar handles deleted future events. 2.

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Release Notes August 2019


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XPLAN and Moneysoft complete formal Data Feed Agreement

Building on Moneysoft’s existing integrations, a formal agreement has been established to provide a more complete, seamless flow of data from Moneysoft into the IRESS Portfolio System (IPS) of XPLAN.

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Release Notes June to July 2019

1.       Interest Rates and Credit Limits for Loan and Credit AccountsLinked loan and credit card accounts can now have their interest rate for the account recorded in Moneysoft.

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Release Notes March to May 2019

1.       Expand All FunctionWe have added the Expand All function to account tiles with only one account linked for a financial institution. 2.

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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...

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How money management transformed one client’s life

Jenny* ran a successful imported confectionary shop until the major supermarket chains started selling the same goods.

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Release notes October / November 2018

1.        Transaction Date Filter The transaction date has been updated to be consistent across all date instances and to only refer to the ADST and date. 2.

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