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Experience the latest news from Moneysoft here.
Posted 4 months ago by Moneysoft Sales Less than a minute to read
September 2021 Newsletter
Moneysoft December 2021 eNewsletter out now. Catch up with the latest software updates, integration and events: Yodlee 1.
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Posted 46 days ago by Moneysoft Sales 3 Minute(s) to read
Release Notes December 2021
1. Investment Account Holdings DataA much anticipated new feature has just been added to Moneysoft… Investment account holdings data.
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Posted 46 days ago by Moneysoft Sales Less than a minute to read
December 2021 Newsletter
Moneysoft December 2021 eNewsletter out now.
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Posted 3 months ago by Moneysoft Sales 3 Minute(s) to read
Release Notes October 2021
1. Historical Balances for Other Accounts, Properties and Manual Data Accounts
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Posted 4 months ago by Moneysoft Sales 3 Minute(s) to read
Release Notes September 2021
1. Moneysoft PFM Mobile App Updates: Support for Yodlee 1.
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Posted 5 months 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 6 months ago by Moneysoft Sales 6 Minute(s) to read
Release Notes July 2021
Release Notes for Build: 202107231.
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Posted 7 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 7 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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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 6 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 5 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 4 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 4 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 4 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
Do I Need A Financial Planner?
Making the right financial decisions can be daunting. It’s no mean feat understanding the complexities of investment, taxation, superannuation and so on.
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Posted 6 years ago by Moneysoft 2 Minute(s) to read
MONEYSOFT LAUNCHES INNOVATIVE BENCHMARKING TOOL FOR ADVISERS & CLIENTS
March 8th 2016: Financial advisers now have access to a new benchmarking and reporting tool, giving them unique insight into the spending habits of their client base and the ability...
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Posted 6 years ago by Moneysoft 5 Minute(s) to read
Try some technology – you may be surprised how simple it is
The word technology is bandied about in financial services as the key to deeper client engagement and the delivery of scalable advice but the majority of advisers have difficulty understanding...
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Posted 6 years ago by Moneysoft 2 Minute(s) to read
Financial and Physical Health – They’re More Closely Related Than You May Think.
Here’s some food for thought. . . Budgeting and paying off debt is a lot like eating well and being fit.
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Posted 6 years ago by Moneysoft 2 Minute(s) to read
AUSSIE FINTECH FIRST TO MARKET WITH DATA FEED CHOICE FOR ADVISERS, SUPER FUNDS
February 9th 2016: Cloud-based money management and budgeting platform, Moneysoft is the first Australian service to offer financial advisers and superannuation funds the flexibility to choose the model of data...
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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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