The Latest
Experience the latest news from Moneysoft here.
Posted 38 days ago by Moneysoft Sales Less than a minute to read
June 2020 Newsletter
Moneysoft June 2020 eNewsletter out now.
Read more
Posted 51 days 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 3 months ago by Moneysoft Sales Less than a minute to read
May 2020 Newsletter
Moneysoft May 2020 eNewsletter out now.
Read more
Posted 3 months ago by Moneysoft Sales Less than a minute to read
Release Notes April 2020
1. Calendar PPF DownloadAn issue that was preventing the calendar from downloading as a pdf has been resolved. 2.
Read more
Posted 3 months ago by Moneysoft Sales Less than a minute to read
Release Notes March 2020
1. Expired GoalsGoals which had reached their end date, but not achieved their target value were still being displayed in the Active Goals list.
Read more
Posted 6 months ago by Moneysoft Sales 3 Minute(s) to read
Release Notes December 2019 / January 2020
1.
Read more
Posted 8 months ago by Moneysoft Sales 1 Minute(s) to read
Release Notes November 2019
1. New Property ModuleThe Property function has been completely rebuilt. Previously there were two options to link a property – Manual Value or Estimated Value.
Read moreMost Popular
You can view some of our most popular news articles below.
Posted 20 months 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 19 months 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 4 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 3 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 3 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 3 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 2 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 2 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 2 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
Worthy Savers - Easter Guide
OMG its Easter already and just 10 weeks off the mid-year half waypoint! Despite the school holidays, Easter is a religious festivity - which over the years has added many customs...
Read more
Posted 6 years ago by Moneysoft 2 Minute(s) to read
Think Rich: Understanding The Mentality Of The Wealthy
In one way or another, most of us covet great wealth, right? There’s no shame in admitting that – after all, it’s a very human desire to want to “live...
Read more
Posted 6 years ago by Moneysoft 3 Minute(s) to read
Life before my Thirties
Before I was a mum, I was a woman who enjoyed shopping for myself, being out with friends and family, paying for Foxtel to make sure I was update with...
Read more
Posted 6 years ago by Moneysoft 1 Minute(s) to read
Money Matters: March Edition
With information available at your fingertips and updated every second from the endless mediums delivering their version, if you’re like me; I just want to know the <200 word snapshot.
Read more
Posted 7 years ago by Moneysoft 3 Minute(s) to read
Is it a NEED or a WANT?
You probably knew this, but in 2012 we (Australian Households) spent $642 BILLION* on living costs.
Read more
Posted 7 years ago by Moneysoft 2 Minute(s) to read
Australia Day Shenanigans
Every Australian this time of year starts planning their Australia Day Long Weekend, it’s the long weekends of all long weekends.
Read more
Posted 7 years ago by Moneysoft 2 Minute(s) to read
Out and About on Australia Day
Most of us on the long weekend will either be attending a BBQ or have left the city with the family to have a quick getaway, either way Australia Day...
Read more
Posted 7 years ago by Moneysoft 3 Minute(s) to read
The Gift of Giving
I want to take a minute out from all this budget stuff over the Christmas holidays, how to save money on decorations, gifts and hosting a party.
Read more
Posted 7 years ago by Moneysoft 3 Minute(s) to read
Christmas Edition: Worthy Wednesday Savers
This year Christmas has come around a little too quick for my liking. One minute I’m buying Easter eggs, the next Halloween treats and now it’s Christmas decorations.
Read more
