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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
Silly Season Savings!
Santa is servicing the sled in preparation for his annual around-the-world trip, which means Christmas is just around the corner.
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Posted 4 years ago by Moneysoft 3 Minute(s) to read
What would we teach our younger self about money matters?
Youth – it’s a time of excitement, adventure, experimentation and discovery.
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Posted 4 years ago by Moneysoft 2 Minute(s) to read
IFAS PUSH CASHFLOW AS A SERVICE, BACKING TECHNOLOGY PROVIDER MONEYSOFT
September 13th, 2016: Independently-owned boutique advisory firms are using their autonomy, and small, nimble size to trial and implement innovative technology solutions with over 30 non-aligned practices, adopting automated personal...
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Posted 4 years ago by Moneysoft 4 Minute(s) to read
What lies beneath is a giant opportunity for advisers
Advisers need a fresh mindset and the right technology if they want to deliver a relevant, profitable and sustainable proposition to new client segments including millennial entrepreneurs, single women and...
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Posted 4 years ago by Moneysoft 2 Minute(s) to read
Give your tax return some real purpose!
So you scored yourself a handy tax return this end-of-financial year? Congrats! While it’s tempting to blow this little bonus on “bling bling” things, try not to treat your refund any...
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Posted 4 years ago by Moneysoft 3 Minute(s) to read
Take control with low Interest Rates
Interest rates in Australia are lower than they’ve ever been.
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Posted 4 years ago by Moneysoft 4 Minute(s) to read
Ageing population to accelerate digital disruption
As clients get older and their mobility and cognitive function declines, advisers need to ensure their advice proposition is relevant and they’re easy to do business with.
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Posted 4 years ago by Moneysoft 3 Minute(s) to read
Commonly Overlooked Tax Deductions
When tax time comes around, it literally pays to know your stuff.
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Posted 4 years ago by Moneysoft 2 Minute(s) to read
Take charge of your finances
The start of a new financial year might not set off fireworks like NYE does, but you can still begin it with a bang for your bucks with these four...
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