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Posted 35 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 48 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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Take a look through our posts! There's a wealth of useful information for you and your business.
Posted 5 years ago by Moneysoft 2 Minute(s) to read
Your Financial Checklist
The beginning of each New Year is a time to contemplate aspirations for the future.
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Posted 5 years ago by Moneysoft 4 Minute(s) to read
What do financial advisers and gold-diggers have in common?
The key to effective strategic advice is an in-depth understanding of a client’s cashflow, financial behaviour and personal objectives, not necessarily the size of their asset pool.
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Posted 5 years ago by Moneysoft 3 Minute(s) to read
How to Boost Your Financial Fitness!
Serious financial issues can be a heavy burden not only on a person′s bank account, but on their health and wellbeing too.
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Posted 5 years ago by Moneysoft 2 Minute(s) to read
The Christmas consumer
Christmas shopping is steeped in consumer ritualism. It’s a deeply entrenched family custom - a rite of passage because that’s what our folks did.
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Posted 5 years ago by Moneysoft 4 Minute(s) to read
How to blitz opt-in
Advisers can leverage new cloud-based technology to deliver a compelling value proposition that’s easy to articulate but hard for clients to resist. Peter Malekas writes.
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Posted 5 years ago by Moneysoft 4 Minute(s) to read
Saving, budgeting and cashflow management lead to improved client outcomes, risk-free
Author: Gil Gordon, Director, RI Lower Hunter (This article was published in Professional Planner 9th December 2015) Advisers who want to make a real difference in their clients’ lives can’t rely solely...
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Posted 5 years ago by Moneysoft 2 Minute(s) to read
Count down to 2016 with ten resolutions for financial fireworks!
Every January always brings with it promise of fresh beginnings and self-improvement.
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Posted 5 years ago by Moneysoft 2 Minute(s) to read
Advisers get a ClearView with new money management solution
Listed financial services company ClearView Wealth Limited (ASX: CVW) will roll out a new cloud-based money management solution across its financial planning subsidiaries, ClearView Financial Advice and Matrix Planning Solutions,...
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Posted 5 years ago by Moneysoft 4 Minute(s) to read
The Twelve (Pay) Days of Christmas
What do you want this festive season? French hens, turtle doves, even a partridge in a pear tree aren’t exactly on most people’s wish list. Financial freedom is, however.
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