The Latest
Experience the latest news from Moneysoft here.
Posted 2 months ago by Moneysoft Sales Less than a minute to read
Empowering Financial Wellness in Australia with Envestnet
Empowering Financial Wellness in Australia with Envestnet | Yodlee Financial Data AggregationThe ChallengeWith 8 out of 10 Australians needing financial advice but not receiving it due to factors like high...
Read more
Posted 5 months ago by Moneysoft Sales Less than a minute to read
November 2020 Newsletter
Moneysoft November 2020 eNewsletter out now.
Read more
Posted 7 months ago by Moneysoft Sales Less than a minute to read
September 2020 Newsletter
Moneysoft September 2020 eNewsletter out now.
Read more
Posted 7 months ago by Moneysoft Sales Less than a minute to read
August 2020 Newsletter
Moneysoft August 2020 eNewsletter out now.
Read more
Posted 7 months ago by Moneysoft Sales Less than a minute to read
July 2020 Newsletter
Moneysoft July 2020 eNewsletter out now.
Read more
Posted 10 months ago by Moneysoft Sales Less than a minute to read
June 2020 Newsletter
Moneysoft June 2020 eNewsletter out now.
Read more
Posted 10 months 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.
Read more
Posted in Newsletter; Posted 11 months ago by Moneysoft Sales Less than a minute to read
May 2020 Newsletter
Moneysoft May 2020 eNewsletter out now.
Read moreMost Popular
You can view some of our most popular news articles below.
Posted 2 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...
Read more
Posted 2 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...
Read more
Posted 5 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.
Read more
Posted 4 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.
Read more
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.
Read more
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.
Read more
Posted 3 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.
Read more
Posted 3 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.
Read more
Posted 3 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.
Read moreAll Posts
Take a look through our posts! There's a wealth of useful information for you and your business.
Posted 6 years ago by Moneysoft 2 Minute(s) to read
Creating Strong Financial Resolutions for 2015
S. M. A. R.
Read more
Posted 6 years ago by Moneysoft 3 Minute(s) to read
The $30,000 Question...
As an interesting sociological experiment, we whipped around a typical corporate office in the Inner West of Sydney and asked some of the employees the following question: “If you inherited...
Read more
Posted 6 years ago by Moneysoft 2 Minute(s) to read
Last Minute Christmas Budgeting
It’s beginning to look a lot like Christmas! Family, friends, neighbours, the doctor’s surgery, even your local corner shop has gotten into the spirit of this festive season.
Read more
Posted 6 years ago by Moneysoft Less than a minute to read
Balance Only Accounts
With Christmas just around the corner, we’ve just deployed our last production release before the jolly season.
Read more
Posted 6 years ago by Moneysoft 3 Minute(s) to read
How to Host a Jolly Christmas Party
So you know that Christmas is already expensive enough from the parties you attend to the parties you host.
Read more
Posted 6 years ago by Moneysoft 3 Minute(s) to read
The Money Sign
What does your star sign say about you and your personality? More specifically, what of your financial habits? Whether you’re a believer or sceptic of astrology, horoscopes make for pretty...
Read more
Posted 6 years ago by Moneysoft Less than a minute to read
Making our Trends Trendier…
Prior to this release, our trends were simply a graphical representation of the type of trend you selected.
Read more
Posted 6 years ago by Moneysoft Less than a minute to read
Transactions Assigned To A Goal Contribution!
This release just keeps getting better! After many users requesting this ideal functionality…Moneysoft has delivered! Up until now a goal contribution was allocated manually – now you are able to assign...
Read more
Posted 6 years ago by Moneysoft Less than a minute to read
Resources Tab for Advisers NOW Available
Moneysoft is excited to announce an added tab to Administrators and Advisers portal.
Read more
