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Experience the latest news from Moneysoft here.
Posted 38 days ago by Moneysoft Sales Less than a minute to read
June 2020 Newsletter
Moneysoft June 2020 eNewsletter out now.
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Posted 51 days 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.
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Posted in Newsletter; Posted 3 months ago by Moneysoft Sales Less than a minute to read
May 2020 Newsletter
Moneysoft May 2020 eNewsletter out now.
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Posted 3 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.
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Posted 3 months ago by Moneysoft Sales Less than a minute to read
Release Notes March 2020
1. Expired GoalsGoals which had reached their end date, but not achieved their target value were still being displayed in the Active Goals list.
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Posted 6 months ago by Moneysoft Sales 3 Minute(s) to read
Release Notes December 2019 / January 2020
1.
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Posted 8 months ago by Moneysoft Sales 1 Minute(s) to read
Release Notes November 2019
1. New Property ModuleThe Property function has been completely rebuilt. Previously there were two options to link a property – Manual Value or Estimated Value.
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You can view some of our most popular news articles below.
Posted 20 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...
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Posted 19 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...
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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.
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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.
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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.
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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.
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Posted 2 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 2 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 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.
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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.
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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.
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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...
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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.
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Posted 5 years ago by Moneysoft 2 Minute(s) to read
Face your financial fears!
It's Halloween! If you let money matters frighten the living daylights out of you, it could lead to some truly ghastly financial decisions.
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Posted 5 years ago by Moneysoft 1 Minute(s) to read
How To Save Money Around The House
We’ve compiled a list of clever tips to save (and make) a dollar or two in and around your house. You can thank us later! Be energy-efficient and. .
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Posted 5 years ago by Moneysoft 2 Minute(s) to read
Tips For Saving Money For The Upcoming Festive Holidays
We’re not saying you have to be a Scrooge these festive holidays but we’ve neatly wrapped up a few simple tips, on how to indulge in some Yuletide cheer without the financial...
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Posted 5 years ago by Moneysoft 3 Minute(s) to read
Advisers embrace new fintech client engagement tool
Financial planning practices aligned to 17 of the top 50 dealer groups nationally have integrated an innovative new budgeting and cashflow management solution into their advice processes, following a successful...
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