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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 26 days ago by Moneysoft Sales Less than a minute to read

Most Popular

Posted 18 months ago by Moneysoft Sales 2 Minute(s) to read

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...

Posted 17 months ago by Moneysoft 4 Minute(s) to read

Research shows that budgeting and cashflow management the top advice priority for younger Australians

Research shows that budgeting and cashflow management the top advice priority for younger Australians 15 January, 2019 Younger people overwhelmingly rank budgeting and cashflow management as the most valuable type of...

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

Qualifying the value of a financial coaching service

Advisers who can help wealth accumulators and retirees manage their spending and cashflow will be able to demonstrate their value and justify their fees year-in and year-out, Peter Malekas writes.

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

Moneysoft enters new partnership with Mortgage Choice

April 11th, 2017: Moneysoft’s advice technology will power a new Mortgage Choice Financial Planning tool aimed at bolstering clients’ money management skills and helping them reach their financial goals.

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

Moneysoft expands footprint with Investfit and Xeppo integrations

Moneysoft has struck new deals to integrate its cashflow as a service solution with goals-based advice software Investfit and software data connector Xeppo.

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

Moneysoft and IRESS XPLAN deliver a powerful combination

Curbing regulatory changeMaintaining and adhering to the regulatory compliance standards in Australia, means that Financial advisers face new challenges to deliver a quality service offering.

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 23 months ago by Moneysoft Less than a minute to read

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.

Posted 23 months ago by Moneysoft 4 Minute(s) to read

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

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

Release Notes April 2020

1. Calendar PPF Download

2. Individual Clients Page Loading Time Improved

3. Client Snapshot Report

4. Goals Summary

Most Popular

Media Release: New website launches with solutions to support Super funds

Research shows that budgeting and cashflow management the top advice priority for younger Australians

Qualifying the value of a financial coaching service

Moneysoft enters new partnership with Mortgage Choice

Moneysoft expands footprint with Investfit and Xeppo integrations

Moneysoft and IRESS XPLAN deliver a powerful combination

Pay for technology but make sure it pays off for you

Bringing tailored advice to the mass market using technology

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

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