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Experience the latest news from Moneysoft here.
Posted 15 days ago by Moneysoft Sales 4 Minute(s) to read
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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Posted 46 days ago by Moneysoft Sales 6 Minute(s) to read
Release Notes July 2021
Release Notes for Build: 202107231.
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Posted 2 months ago by Moneysoft Sales Less than a minute to read
Midwinter teams with wealth platform on integration deal
Midwinter has announced a new data integration deal with Moneysoft.
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Posted 2 months ago by Moneysoft Sales Less than a minute to read
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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Posted 3 months ago by Moneysoft Sales Less than a minute to read
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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Posted 8 months ago by Moneysoft Sales Less than a minute to read
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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Posted 10 months ago by Moneysoft Sales Less than a minute to read
November 2020 Newsletter
Moneysoft November 2020 eNewsletter out now.
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Posted 12 months ago by Moneysoft Sales Less than a minute to read
September 2020 Newsletter
Moneysoft September 2020 eNewsletter out now.
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Posted 13 months ago by Moneysoft Sales Less than a minute to read
August 2020 Newsletter
Moneysoft August 2020 eNewsletter out now.
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You can view some of our most popular news articles below.
Posted 3 years 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...
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Posted 3 years 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...
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Posted 5 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 4 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.
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Posted 4 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.
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Posted 4 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.
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Posted 3 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.
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Posted 3 years 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.
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Posted 3 years 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.
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Take a look through our posts! There's a wealth of useful information for you and your business.
Posted 6 years ago by Moneysoft 3 Minute(s) to read
Ten steps to scalable advice
Scalable advice propositions, which leverage technology to make the delivery of advice more efficient and cost-effective, will allow investors and advisers to go on life’s journey together not just meet...
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Posted 6 years ago by Moneysoft 2 Minute(s) to read
Your Financial Checklist
The beginning of each New Year is a time to contemplate aspirations for the future.
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Posted 6 years ago by Moneysoft 4 Minute(s) to read
What do financial advisers and gold-diggers have in common?
The key to effective strategic advice is an in-depth understanding of a client’s cashflow, financial behaviour and personal objectives, not necessarily the size of their asset pool.
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Posted 6 years ago by Moneysoft 3 Minute(s) to read
How to Boost Your Financial Fitness!
Serious financial issues can be a heavy burden not only on a person′s bank account, but on their health and wellbeing too.
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Posted 6 years ago by Moneysoft 2 Minute(s) to read
The Christmas consumer
Christmas shopping is steeped in consumer ritualism. It’s a deeply entrenched family custom - a rite of passage because that’s what our folks did.
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Posted 6 years ago by Moneysoft 4 Minute(s) to read
How to blitz opt-in
Advisers can leverage new cloud-based technology to deliver a compelling value proposition that’s easy to articulate but hard for clients to resist. Peter Malekas writes.
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Posted 6 years ago by Moneysoft 4 Minute(s) to read
Saving, budgeting and cashflow management lead to improved client outcomes, risk-free
Author: Gil Gordon, Director, RI Lower Hunter (This article was published in Professional Planner 9th December 2015) Advisers who want to make a real difference in their clients’ lives can’t rely solely...
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Posted 6 years ago by Moneysoft 2 Minute(s) to read
Count down to 2016 with ten resolutions for financial fireworks!
Every January always brings with it promise of fresh beginnings and self-improvement.
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Posted 6 years ago by Moneysoft 2 Minute(s) to read
Advisers get a ClearView with new money management solution
Listed financial services company ClearView Wealth Limited (ASX: CVW) will roll out a new cloud-based money management solution across its financial planning subsidiaries, ClearView Financial Advice and Matrix Planning Solutions,...
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