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Experience the latest news from Moneysoft here.

Posted 4 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.

Posted 46 days ago by Moneysoft Sales 3 Minute(s) to read

Release Notes December 2021

1. Investment Account Holdings DataA much anticipated new feature has just been added to Moneysoft… Investment account holdings data.

Posted 46 days ago by Moneysoft Sales Less than a minute to read

December 2021 Newsletter

Moneysoft December 2021 eNewsletter out now.

Posted 3 months ago by Moneysoft Sales 3 Minute(s) to read

Release Notes October 2021

1. Historical Balances for Other Accounts, Properties and Manual Data Accounts

Posted 4 months ago by Moneysoft Sales 3 Minute(s) to read

Release Notes September 2021

1. Moneysoft PFM Mobile App Updates: Support for Yodlee 1.

Posted 5 months 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.

Posted 6 months ago by Moneysoft Sales 6 Minute(s) to read

Release Notes July 2021

Release Notes for Build: 202107231.

Posted 7 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.

Posted 7 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

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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...

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...

Posted 6 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.

Partnership adult american black and white 935870 v2

Posted 5 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.

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.

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.

Posted 4 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.

Posted 4 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.

Posted 4 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 8 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.

Posted 12 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...

Posted 15 months ago by Moneysoft Sales Less than a minute to read

November 2020 Newsletter

Moneysoft November 2020 eNewsletter out now.

Posted 16 months ago by Moneysoft Sales Less than a minute to read

September 2020 Newsletter

Moneysoft September 2020 eNewsletter out now.

Hi Res PFM Desktop Laptop and Tablet 300 DPI

Posted 17 months ago by Moneysoft Sales Less than a minute to read

August 2020 Newsletter

Moneysoft August 2020 eNewsletter out now.