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Experience the latest news from Moneysoft here.
Posted 15 days 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.
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Posted 46 days ago by Moneysoft Sales 6 Minute(s) to read
Release Notes July 2021
Release Notes for Build: 202107231.
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Posted 2 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.
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Posted 2 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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Posted 3 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.
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Posted 8 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...
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Posted 10 months ago by Moneysoft Sales Less than a minute to read
November 2020 Newsletter
Moneysoft November 2020 eNewsletter out now.
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Posted 12 months ago by Moneysoft Sales Less than a minute to read
September 2020 Newsletter
Moneysoft September 2020 eNewsletter out now.
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Posted 13 months ago by Moneysoft Sales Less than a minute to read
August 2020 Newsletter
Moneysoft August 2020 eNewsletter out now.
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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...
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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...
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Posted 5 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 4 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 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.
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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.
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Posted 3 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 3 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 3 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 5 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.
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Posted 5 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.
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Posted 5 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.
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Posted 5 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...
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Posted 5 years ago by Moneysoft 3 Minute(s) to read
Do I Need A Financial Planner?
Making the right financial decisions can be daunting. It’s no mean feat understanding the complexities of investment, taxation, superannuation and so on.
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Posted 6 years ago by Moneysoft 2 Minute(s) to read
MONEYSOFT LAUNCHES INNOVATIVE BENCHMARKING TOOL FOR ADVISERS & CLIENTS
March 8th 2016: Financial advisers now have access to a new benchmarking and reporting tool, giving them unique insight into the spending habits of their client base and the ability...
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Posted 6 years ago by Moneysoft 5 Minute(s) to read
Try some technology – you may be surprised how simple it is
The word technology is bandied about in financial services as the key to deeper client engagement and the delivery of scalable advice but the majority of advisers have difficulty understanding...
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Posted 6 years ago by Moneysoft 2 Minute(s) to read
Financial and Physical Health – They’re More Closely Related Than You May Think.
Here’s some food for thought. . . Budgeting and paying off debt is a lot like eating well and being fit.
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Posted 6 years ago by Moneysoft 2 Minute(s) to read
AUSSIE FINTECH FIRST TO MARKET WITH DATA FEED CHOICE FOR ADVISERS, SUPER FUNDS
February 9th 2016: Cloud-based money management and budgeting platform, Moneysoft is the first Australian service to offer financial advisers and superannuation funds the flexibility to choose the model of data...
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