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Release Notes April 2020

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1. Calendar PPF Download

An issue that was preventing the calendar from downloading as a pdf has been resolved.

2. Individual Clients Page Loading Time Improved

We have introduced pagination for the individual clients page to improve the loading time, particularly for business accounts with more than 100 clients.

3. Client Snapshot Report

A calculation error in the Client Snapshot report has been resolved. All values in this report will now correctly match the budget figures.

4. Goals Summary

An issue that was preventing the goals summary chart to load for some clients has been fixed. The chart now displays again for all goal types.

Posted 6 months ago by Moneysoft Sales Less than a minute to read

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Qualifying the value of a financial coaching service

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Posted 4 years ago by Moneysoft 2 Minute(s) to read

Moneysoft enters new partnership with Mortgage Choice

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Posted 3 years ago by Moneysoft 2 Minute(s) to read

Moneysoft expands footprint with Investfit and Xeppo integrations

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Posted 3 years ago by Moneysoft 2 Minute(s) to read

Moneysoft and IRESS XPLAN deliver a powerful combination

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Posted 2 years ago by Moneysoft 3 Minute(s) to read

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.

Posted 2 years ago by Moneysoft Less than a minute to read

Bringing tailored advice to the mass market using technology

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Posted 2 years ago by Moneysoft 4 Minute(s) to read

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

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