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Experience the latest news from Moneysoft here.
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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Take a look through our posts! There's a wealth of useful information for you and your business.
Posted 7 years ago 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 7 years ago 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 7 years ago 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 7 years ago 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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Posted 7 years ago 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.
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Posted 7 years ago 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 7 years ago 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 7 years ago 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 7 years ago 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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