The Latest
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.
Read more
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.
Read more
Posted 46 days ago by Moneysoft Sales Less than a minute to read
December 2021 Newsletter
Moneysoft December 2021 eNewsletter out now.
Read more
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
Read more
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.
Read more
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.
Read more
Posted 6 months ago by Moneysoft Sales 6 Minute(s) to read
Release Notes July 2021
Release Notes for Build: 202107231.
Read more
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.
Read more
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
Read moreMost Popular
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...
Read more
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...
Read more
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.
Read more
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.
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 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.
Read more
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.
Read more
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.
Read moreAll Posts
Take a look through our posts! There's a wealth of useful information for you and your business.
Posted 8 years ago by Moneysoft 2 Minute(s) to read
Worthy Wednesday Savers #10
Long weekend is just around the corner and I have a feeling my budget will be blown and it’ll only be the 1st week of October.
Read more
Posted 8 years ago by Moneysoft 1 Minute(s) to read
Flying for Less
In the recent years travelling and going on holidays have become a necessity (or at least something we tend to do on a regular basis).
Read more
Posted 8 years ago by Moneysoft 2 Minute(s) to read
Worthy Wednesday Savers #9
The start of school holidays is always exciting! The kids have play dates, and parents coming over for a more relaxed get together.
Read more
Posted 8 years ago by Moneysoft 3 Minute(s) to read
School Holidays On The Cheap
Let’s be honest, kids hear “school holidays” and their gorgeous little eyes light up, dreaming of all the nights they can stay up past their bed time, the play dates...
Read more
Posted 8 years ago by Moneysoft 2 Minute(s) to read
Worthy Wednesday Savers #8
I was a little confused this week whilst doing the washing.
Read more
Posted 8 years ago by Moneysoft 2 Minute(s) to read
Worthy Wednesday Savers #7
Over the weekend I was out and about painting the town red! To be honest I haven’t done this for a while and my ears were ringing with pleasure with...
Read more
Posted 8 years ago by Moneysoft 3 Minute(s) to read
Worthy Wednesday Savers #6
A few blogs ago (Worthy Wednesday Savers #4) I had mentioned our mini makeover, this may be over but a few things have popped up since then that has sparked...
Read more
Posted 8 years ago by Moneysoft 2 Minute(s) to read
Worthy Wednesday Savers #5
My Bank statement was emailed me through to me and I quickly had a look over it, thinking “well there shouldn’t be any surprises I have been budgeting”….
Read more
Posted 8 years ago by Moneysoft 2 Minute(s) to read
Worthy Wednesday Savers #4
This weekend that just passed we had a mini makeover at our house.
Read more
