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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.
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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.
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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.
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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.
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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.
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Posted 6 months ago by Moneysoft Sales 3 Minute(s) to read
Release Notes December 2019 / January 2020
1.
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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.
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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...
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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...
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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 2 Minute(s) to read
The Connected Consumer
The age of technology has transformed almost every aspect of daily life.
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Posted 4 years ago by Moneysoft 3 Minute(s) to read
Good Old Fashioned Tips for the New Year!
Christmas has come and gone yet again. Retailers rub their hands with glee after another bumper year, culminating in the inevitable silly season shopping spree.
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Posted 4 years ago by Moneysoft Less than a minute to read
Moneysoft receives industry accolade!
We are delighted to announce that we have been selected as finalists in the inaugural FinTech Business Awards for Financial Advice Innovator of the year as well as Personal Finance...
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Posted 4 years ago by Moneysoft 3 Minute(s) to read
The debt bomb: set to explode?
Historic low interest rates have encouraged Australians to build up record debt levels – but should we be worried? Jon Shaw analyses the Moneysoft database and finds some disturbing signs.
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Posted 4 years ago by Moneysoft 2 Minute(s) to read
Bah! Humbug! Don’t Be a Scrooge This Christmas...
As Christmas — and indeed the New Year — approaches, do you find yourself still stuck in old habits of financial mismanagement? When Charles Dickens wrote his classic tale in 1843,...
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Posted 4 years ago by Moneysoft 5 Minute(s) to read
Show them their past, to help them build their future
The fundamental principles of wealth creation may not change but personal advice needs to be dynamic and flexible to keep people engaged and on track. Jon Shaw writes.
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Posted 4 years ago by Moneysoft 2 Minute(s) to read
Laying Your Financial Foundation
Understanding money matters is a vital skill for life success.
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Posted 4 years ago by Moneysoft 2 Minute(s) to read
Link Group invests in technology solutions provider Moneysoft
Partnership will enhance Link’s super fund offering to improve member engagement 12th October 2016: Link Group (ASX: LNK), a global provider of fund administration, share registry, shareholder management, analytics and services,...
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Posted 4 years ago by Moneysoft 2 Minute(s) to read
ADVISERS WELCOME NEW PACKAGE DESIGNED TO BOOST CLIENT ENGAGEMENT, SATISFACTION AND REVENUE
November 8th 2016: Leading personal financial management (PFM) software provider Moneysoft has launched a complete package of resources and tools to help financial advisers introduce an effective, profitable budgeting and...
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