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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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Posted 6 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 6 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 6 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 6 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 6 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 6 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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Posted 6 years ago by Moneysoft 3 Minute(s) to read
Cash Flow Service could become a nursery for Gen-Y Financial Planning Clients
A quirky “non-financial planning” business model built around low-cost cash flow management rather than traditional full-service advice is expected to become something of a ‘nursery’ for prospective clients.
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Posted 6 years ago by Moneysoft 3 Minute(s) to read
Extracurricular Activities: How to Earn Some Cash on the Side.
Extra money in your spare time, from a hobby, a part-time business or a few shifts isn’t as hard as it may first appear.
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Posted 6 years ago by Moneysoft 2 Minute(s) to read
This Is Personal! Tips on How to Increase Individual Cash Flow.
Stop and think about these questions for a moment.
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