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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...
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Posted 5 months ago by Moneysoft Sales Less than a minute to read
November 2020 Newsletter
Moneysoft November 2020 eNewsletter out now.
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Posted 7 months ago by Moneysoft Sales Less than a minute to read
September 2020 Newsletter
Moneysoft September 2020 eNewsletter out now.
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Posted 7 months ago by Moneysoft Sales Less than a minute to read
August 2020 Newsletter
Moneysoft August 2020 eNewsletter out now.
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Posted 7 months ago by Moneysoft Sales Less than a minute to read
July 2020 Newsletter
Moneysoft July 2020 eNewsletter out now.
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Posted 10 months ago by Moneysoft Sales Less than a minute to read
June 2020 Newsletter
Moneysoft June 2020 eNewsletter out now.
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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.
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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.
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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...
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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...
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Take a look through our posts! There's a wealth of useful information for you and your business.
Posted 4 years ago by Moneysoft 4 Minute(s) to read
Understanding and tackling clients' behavioural biases with the fourfold pattern
Our innate behavioural biases regularly sabotage the best-laid financial plans.
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Posted 4 years ago by Moneysoft 2 Minute(s) to read
Fortnum partners with Moneysoft
July 4th, 2017: Moneysoft will provide its digital money management solution to Fortnum Financial Advisers under a new partnership set to boost client engagement and provide greater insights across the...
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Posted 4 years ago by Moneysoft 4 Minute(s) to read
An age old theory updated with technology
An age old theory updated with technology With Peter Malekas, Founder and Managing Director, Moneysoft Prior to his Moneysoft days, Peter Malekas worked as an accountant and financial planner.
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Posted 4 years ago by Moneysoft 4 Minute(s) to read
The tech nudge
Technology is reshaping the world – and not always for the better.
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Posted 4 years ago by Moneysoft 4 Minute(s) to read
Why the demise of cash heralds new dangers
Money makes the world go round Australians are leaving cash behind for the convenience of electronic payments. It may not be all good news according to Moneysoft’s Jon Shaw.
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Posted 4 years ago by Moneysoft 4 Minute(s) to read
Fast Money! The Case for a Cashless Society
The cash crash Cold, hard cash. It’s a payment method familiar to people, regardless of age, affluence or technological know-how.
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Posted 4 years ago by Moneysoft 8 Minute(s) to read
How to Change Lives and Build Client Engagement with Moneysoft
Jackson Millan knows what it’s like to help a client out of insolvency and get back on the path to home ownership.
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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.
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Posted 4 years ago by Moneysoft 7 Minute(s) to read
Meeting growing demand for budgeting and cashflow services
Brava Financial Services recognised that there was a gap in the financial advice market, in terms of providing something of tangible value to their clients that goes beyond having a conversation around...
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