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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 8 years ago 2 Minute(s) to read
What Does The 2014 Federal Budget Mean For Australians?
Treasurer Joe Hockey described the 2014 Federal Budget as one “that gets on with the job".
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Posted 8 years ago Less than a minute to read
Federal Budget 2014 Infographic
Here at Moneysoft we wanted to make it a little easier and provide you with a snapshot of this year's Federal Budget.
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Posted 8 years ago 2 Minute(s) to read
Hey, Big Spender!
Do you know someone who likes to splash the cash? Maybe that someone is you. For lots of folks, recklessly overspending their (or someone else’s) money is a compulsion.
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Posted 8 years ago 2 Minute(s) to read
Mother's Day Gift Ideas
It's that time of the year again, where we all get that warm and fuzzy feeling about our Mums' and try to find the perfect gift for her.
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Posted 8 years ago 1 Minute(s) to read
Money Matters: April Edition
Good news for consumers and mortgage owners with the Reserve Bank deciding to keep interest rates on hold for another month continuing the record low cash rate at 2.
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Posted 8 years ago 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...
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Posted 8 years ago 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...
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Posted 8 years ago 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...
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Posted 8 years ago 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.
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