The Latest
Experience the latest news from Moneysoft here.
Posted 14 days ago by Moneysoft Sales 4 Minute(s) to read
Release Notes May 2022
The following release notes relate to;
Version: 3.0.16 20220518 and
SDK Version: 2.0.0 20220518
Posted 39 days ago by Moneysoft Sales Less than a minute to read
Are you ready to embrace Open Banking?
Hosted by Moneysoft CEO, Jon Shaw. This webinar discusses Open Banking and the opportunity that awaits.
Read more
Posted 37 days ago by Moneysoft Sales 3 Minute(s) to read
Release Notes April 2022
The following release notes relate to; Version: 3. 0. 15 20220422 and SDK Version: 2. 0.
Read more
Posted 3 months ago by Moneysoft Sales Less than a minute to read
What does your business say about you?
Moneysoft CEO, Jon Shaw and XY Adviser founder, Clayton Daniel discuss a simple process you can use to consider the value that your business delivers and the role that technology can play in amplifying your existing capabilities, and building new ones.
Read more
Posted 3 months ago by Moneysoft Sales Less than a minute to read
March 2022 Newsletter
Moneysoft March 2022 eNewsletter out now.
Read more
Posted 3 months ago by Moneysoft Sales Less than a minute to read
Software without service only delivers half the value.
Moneysoft CEO, Jon Shaw and XY Advisor founder, Clayton Daniel discuss the role of software in service organisations and some principles that you can apply if you’re looking to successfully scale your own service business. Watch now.
Read more
Posted 4 months ago by Moneysoft Sales 3 Minute(s) to read
Release Notes March 2022
In an ongoing effort to continuously improve the user experience, we have implemented some enhancements and improvements to ensure navigating and performing actions within the software is as easy as possible.
Read more
Posted 5 months ago by Moneysoft Sales 3 Minute(s) to read
Release Notes February 2022
After some extra-special effort and collaboration between the DocuSign and Moneysoft engineering teams, your own DocuSign account can now be enabled and used within the Moneysoft web portal. Any practice that has a DocuSign account can easily integrate it with their Moneysoft practice account, and request client signatures directly through Moneysoft.
Read more
Posted 9 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 moreMost Popular
You can view some of our most popular news articles below.
Posted 4 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 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 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 5 years ago 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 5 years ago 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 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 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 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 5 years ago 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.
Read more
Posted 5 years ago 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...
Read more
Posted 5 years ago 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.
Read more
Posted 5 years ago 4 Minute(s) to read
The tech nudge
Technology is reshaping the world – and not always for the better.
Read more
Posted 5 years ago 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.
Read more
Posted 5 years ago 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.
Read more
Posted 5 years ago 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.
Read more
Posted 5 years ago 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 5 years ago 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...
Read more
