The Latest
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.
Read more
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.
Read more
Posted 46 days ago by Moneysoft Sales Less than a minute to read
December 2021 Newsletter
Moneysoft December 2021 eNewsletter out now.
Read more
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
Read more
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.
Read more
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.
Read more
Posted 6 months ago by Moneysoft Sales 6 Minute(s) to read
Release Notes July 2021
Release Notes for Build: 202107231.
Read more
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.
Read more
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
Read moreMost Popular
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...
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 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.
Read more
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.
Read more
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.
Read more
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.
Read more
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.
Read more
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.
Read more
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.
Read moreAll Posts
Take a look through our posts! There's a wealth of useful information for you and your business.
Posted 6 years ago by Moneysoft 2 Minute(s) to read
Mind over money
Thinking about being financially well-off is one thing. Thinking like you are financially well off is an entirely different proposition. There’s a significant psychological element to mastering money matters.
Read more
Posted 6 years ago by Moneysoft 2 Minute(s) to read
MONEYSOFT TO LAUNCH NEW ‘LITE’ MONEY MANAGEMENT TOOL TO ADVISERS IN 2H 2016
May 17th 2016: A flexible, cost effective version of leading personal financial management (PFM) tool, Moneysoft will be available to financial advisers, mortgage brokers and superannuation funds next quarter, as...
Read more
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.
Read more
Posted 6 years ago by Moneysoft 3 Minute(s) to read
What Does The 2016 Federal Budget Mean For Australians?
“Mr Speaker, this cannot be just another budget, because these are extraordinary times. This budget is an economic plan - it's not just another budget”.
Read more
Posted 6 years ago by Moneysoft 4 Minute(s) to read
How data analytics can transform an advice practice
There’s a goldmine of raw data and rich information lying dormant in the majority of advice businesses.
Read more
Posted 6 years ago by Moneysoft 3 Minute(s) to read
Understanding the Federal Budget
Since being released, the 2016 Federal Budget has been receiving widespread coverage within the Financial News.
Read more
Posted 6 years ago by Moneysoft 4 Minute(s) to read
Paying Off Credit Card Debt
Progress suggests we’re heading ever closer to becoming a cashless society. Payment via good ol’ fashioned notes and coins may one day be a thing of the past.
Read more
Posted 6 years ago by Moneysoft 5 Minute(s) to read
An adviser / Client marriage. Cutting off the blame finger
The key to fruitful, rewarding advice relationships is that both parties clearly understand their role and accept responsibility for their part. Peter Malekas writes.
Read more
Posted 6 years ago by Moneysoft 3 Minute(s) to read
Managing Your Money On The Move.
When was the last time you visited the local branch of your bank during business hours? It seems almost quaint these days to do so, right? Today’s tech-savvy consumer feels entitled...
Read more
