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 Less than a minute to read
Adviser Reports To Make Your Job Easier!
Advisers…we listened! And here we are, proud to introduce 3 more reports to add under your belt.
Read more
Posted 6 years ago by Moneysoft Less than a minute to read
Taking Reports To A New Level!
Moneysoft is all about making the relationship with your money easy and blissful.
Read more
Posted 6 years ago by Moneysoft 2 Minute(s) to read
The Ultimate Cheat Sheet On Retirement
When I think retirement, I think leopard print pants and matching jacket on some exotic cruise sipping Pina Colada’s (if I can still stomach this delicious beverage at that age)...
Read more
Posted 6 years ago by Moneysoft 4 Minute(s) to read
Superheroes And Their Finances
A few nights ago I had babysitting duties with my little nephew.
Read more
Posted 7 years ago by Moneysoft 1 Minute(s) to read
Words of Wealth and Wisdom
There’s much truth and wisdom to be found in the simplicity of a pithy proverb, so we’ve compiled a list of money-related maxims that’ll stimulate your grey matter… and bank...
Read more
Posted 7 years ago by Moneysoft 3 Minute(s) to read
Money Matters: September Edition
With the first quarter of the financial year come and gone, the reportable numbers provided very little flare.
Read more
Posted 7 years ago by Moneysoft Less than a minute to read
Want To Be Alerted?
This month we are very excited to release a new feature in Moneysoft – Alerts.
Read more
Posted 7 years ago by Moneysoft 3 Minute(s) to read
What’s Your “Money Personality”?
What does money mean to you? How do you make financial decisions? We all relate to money differently and that’s dependent on a number of factors, including our upbringing, social circles,...
Read more
Posted 7 years ago by Moneysoft 2 Minute(s) to read
September School Holidays
Where has the time gone? I remember writing the last school holiday blog and thinking to myself ‘Geez time flies’…and here I am now baffled that we are in September...
Read more
