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Posted 14 days ago by Moneysoft Sales 4 Minute(s) to read
Release Notes May 2022
The following release notes relate to;
Version: 3.0.16 20220518 and
SDK Version: 2.0.0 20220518
Posted 39 days ago by Moneysoft Sales Less than a minute to read
Are you ready to embrace Open Banking?
Hosted by Moneysoft CEO, Jon Shaw. This webinar discusses Open Banking and the opportunity that awaits.
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Posted 37 days ago by Moneysoft Sales 3 Minute(s) to read
Release Notes April 2022
The following release notes relate to; Version: 3. 0. 15 20220422 and SDK Version: 2. 0.
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Posted 3 months ago by Moneysoft Sales Less than a minute to read
What does your business say about you?
Moneysoft CEO, Jon Shaw and XY Adviser founder, Clayton Daniel discuss a simple process you can use to consider the value that your business delivers and the role that technology can play in amplifying your existing capabilities, and building new ones.
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Posted 3 months ago by Moneysoft Sales Less than a minute to read
March 2022 Newsletter
Moneysoft March 2022 eNewsletter out now.
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Posted 3 months ago by Moneysoft Sales Less than a minute to read
Software without service only delivers half the value.
Moneysoft CEO, Jon Shaw and XY Advisor founder, Clayton Daniel discuss the role of software in service organisations and some principles that you can apply if you’re looking to successfully scale your own service business. Watch now.
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Posted 4 months ago by Moneysoft Sales 3 Minute(s) to read
Release Notes March 2022
In an ongoing effort to continuously improve the user experience, we have implemented some enhancements and improvements to ensure navigating and performing actions within the software is as easy as possible.
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Posted 5 months ago by Moneysoft Sales 3 Minute(s) to read
Release Notes February 2022
After some extra-special effort and collaboration between the DocuSign and Moneysoft engineering teams, your own DocuSign account can now be enabled and used within the Moneysoft web portal. Any practice that has a DocuSign account can easily integrate it with their Moneysoft practice account, and request client signatures directly through Moneysoft.
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Posted 9 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 4 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 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 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 5 years ago 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 5 years ago 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 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 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 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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Posted 6 years ago 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 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 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 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 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 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 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 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 7 years ago 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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