The Latest
Experience the latest news from Moneysoft here.
Posted 3 months ago by Moneysoft Sales Less than a minute to read
November 2020 Newsletter
Moneysoft November 2020 eNewsletter out now.
Read more
Posted 4 months ago by Moneysoft Sales Less than a minute to read
September 2020 Newsletter
Moneysoft September 2020 eNewsletter out now.
Read more
Posted 5 months ago by Moneysoft Sales Less than a minute to read
August 2020 Newsletter
Moneysoft August 2020 eNewsletter out now.
Read more
Posted 5 months ago by Moneysoft Sales Less than a minute to read
July 2020 Newsletter
Moneysoft July 2020 eNewsletter out now.
Read more
Posted 7 months ago by Moneysoft Sales Less than a minute to read
June 2020 Newsletter
Moneysoft June 2020 eNewsletter out now.
Read more
Posted 7 months ago by Moneysoft Sales 2 Minute(s) to read
Adviser Ratings ‘Together Australia’ Campaign
It goes without saying that Australians have been financially affected as never before during the COVID-19 pandemic lockdown.
Read more
Posted in Newsletter; Posted 8 months ago by Moneysoft Sales Less than a minute to read
May 2020 Newsletter
Moneysoft May 2020 eNewsletter out now.
Read more
Posted 9 months ago by Moneysoft Sales Less than a minute to read
Release Notes April 2020
1. Calendar PPF DownloadAn issue that was preventing the calendar from downloading as a pdf has been resolved. 2.
Read moreMost Popular
You can view some of our most popular news articles below.
Posted 2 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...
Read more
Posted 2 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...
Read more
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.
Read more
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.
Read more
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.
Read more
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.
Read more
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.
Read more
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.
Read more
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.
Read moreAll Posts
Take a look through our posts! There's a wealth of useful information for you and your business.
Posted 5 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...
Read more
Posted 5 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.
Read more
Posted 5 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,...
Read more
Posted 5 years ago by Moneysoft 4 Minute(s) to read
The Twelve (Pay) Days of Christmas
What do you want this festive season? French hens, turtle doves, even a partridge in a pear tree aren’t exactly on most people’s wish list. Financial freedom is, however.
Read more
Posted 5 years ago by Moneysoft 3 Minute(s) to read
65 Not Out! Retiring From Your Employment Innings On A High.
When you’re young, retirement seems like something you don’t have to worry about ‘til much later in life.
Read more
Posted 5 years ago by Moneysoft 2 Minute(s) to read
Make your end of year festivities go further!
It may be known as the silly season, but there’s no need to lose your cool — or cash — at Christmas.
Read more
Posted 5 years ago by Moneysoft 3 Minute(s) to read
A game of scale: Building sustainable advice businesses
Making financial planning scalable has been a major challenge for advice practices.
Read more
Posted 5 years ago by Moneysoft 3 Minute(s) to read
FINTECH MARRIAGE SPAWNS NEXT-GEN PLATFORM
October 19th 2015: Advisers can now automatically track their clients’ bank, superannuation and investment account balances, determine the optimal way to invest funds and monitor a client’s financial progress with...
Read more
Posted 5 years ago by Moneysoft 4 Minute(s) to read
Laying the foundation for good advice
In order to remain relevant to clients, advisers must add value beyond traditional financial planning and insurance.
Read more
