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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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Posted 9 months ago by Moneysoft Sales Less than a minute to read
SuperCents named Finalist for Best New Innovation at SuperRatings Awards.
Intrust Super was shortlisted as a Finalist for the SuperRatings Best New Innovation award at the 2019 Lonsec Fund of the Year awards dinner in Sydney on Wednesday night for...
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Posted 10 months ago by Moneysoft Sales 3 Minute(s) to read
Media Release: IOOF partner with Moneysoft to launch fincentral cash flow budgeting app
MEDIA RELEASE IOOF launches fincentral cash flow budgeting app October 9, 2019 Leading wealth management company IOOF has launched an online budgeting app to assist hundreds of thousands of Australians trying to become...
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Posted 10 months ago by Moneysoft Sales 2 Minute(s) to read
Release Notes September 2019
1. Deleted Calendar EventsAn enhancement was made to improve the way the Calendar handles deleted future events. 2.
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Posted 11 months ago by Moneysoft Sales Less than a minute to read
XPLAN and Moneysoft complete formal Data Feed Agreement
Building on Moneysoft’s existing integrations, a formal agreement has been established to provide a more complete, seamless flow of data from Moneysoft into the IRESS Portfolio System (IPS) of XPLAN.
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Posted 12 months ago by Moneysoft Sales 4 Minute(s) to read
Release Notes June to July 2019
1. Interest Rates and Credit Limits for Loan and Credit AccountsLinked loan and credit card accounts can now have their interest rate for the account recorded in Moneysoft.
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Posted 13 months ago by Moneysoft Sales 3 Minute(s) to read
Release Notes March to May 2019
1. Expand All FunctionWe have added the Expand All function to account tiles with only one account linked for a financial institution. 2.
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Posted 18 months ago by Moneysoft 4 Minute(s) to read
How will you address the changes coming from the Banking Royal Commission?
How will you address the changes coming from the Banking Royal Commission? The Banking Royal Commission findings will bring about permanent change across the financial services industry.
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