The Latest
Experience the latest news from Moneysoft here.
Posted 15 days 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 46 days ago by Moneysoft Sales 6 Minute(s) to read
Release Notes July 2021
Release Notes for Build: 202107231.
Read more
Posted 2 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 2 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 more
Posted 3 months ago by Moneysoft Sales Less than a minute to read
Link Group combines technology with Moneysoft to streamline advice to superfund members
Link Group has partnered with Moneysoft to streamline advice engagement for superannuation fund members and advisers with the launch of Link Advice Digital Fact Find.
Read more
Posted 8 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 10 months ago by Moneysoft Sales Less than a minute to read
November 2020 Newsletter
Moneysoft November 2020 eNewsletter out now.
Read more
Posted 12 months ago by Moneysoft Sales Less than a minute to read
September 2020 Newsletter
Moneysoft September 2020 eNewsletter out now.
Read more
Posted 13 months ago by Moneysoft Sales Less than a minute to read
August 2020 Newsletter
Moneysoft August 2020 eNewsletter out now.
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 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 3 years ago by Moneysoft 3 Minute(s) to read
Moneysoft makes client engagement more compelling with its new user interface
Moneysoft makes client engagement more compelling with its new user interface 6th March, 2018: Moneysoft has re-launched its client engagement and financial wellbeing platform with a more intuitive and streamlined user interface...
Read more
Posted 4 years ago by Moneysoft 3 Minute(s) to read
Moneysoft and managedaccounts.com.au join forces
Moneysoft and managedaccounts. com. au join forces to help advisers drive efficiency and client engagement 13 February, 2018: Moneysoft has partnered with managedaccounts. com.
Read more
Posted 4 years ago by Moneysoft 5 Minute(s) to read
The evolving financial literacy journey
Goals-based advice is central to building lasting financial wellbeing Australia is one of the wealthiest countries in the world and yet more than four in 10 people (42%) don’t feel confident...
Read more
Posted 4 years ago by Moneysoft 2 Minute(s) to read
Moneysoft expands team to support growing demand for solutions
23rd November, 2017: Moneysoft has appointed eight new staff in response to growing demand for its suite of personal financial management solutions.
Read more
Posted 4 years ago by Moneysoft 5 Minute(s) to read
Scale your business through a collaborative cash flow management service
How taking a collaborative approach can help you to scale client cash flow services and drive more profit Financial Advisers can sometimes struggle to provide cash flow management services because they...
Read more
Posted 4 years ago by Moneysoft 4 Minute(s) to read
Regtech gives advisers a way out of a tight spot
Growing regulatory pressure combined with increased client expectations can put the squeeze on financial advisers. Embracing regtech can provide space to grow a thriving business, says Moneysoft’s Jon Shaw.
Read more
Posted 4 years ago by Moneysoft 4 Minute(s) to read
How advisers can learn about change management and make their business stand out
Be the change you want to see in the world: how advisers can learn about change management and make their business stand out The advice industry is rapidly evolving, leaving many...
Read more
Posted 4 years ago by Moneysoft 3 Minute(s) to read
Moneysoft launches new digital solution for superannuation and investment funds
16 October, 2017: Superannuation and investment funds have a new way to boost the engagement of their members and clients with the launch of Moneysoft’s latest digital solution, Round-ups.
Read more
Posted 4 years ago by Moneysoft 4 Minute(s) to read
How fintech can help mortgage brokers navigate the regulatory environment
Mortgage brokers are caught between two worlds: they’re not strictly salespeople but they’re paid by commission; they’re not financial planners but they advise Australians on their biggest purchase.
Read more
