Solutions for Financial Professionals
Our solutions for financial professionals support your relationship with your clients, helping them understand the importance of strong cashflow management, while empowering them to take control of their financial wellbeing.
Moneysoft's technology will set your business and your services apart. Not only that, it will allow both your clients and you, to go on life’s journey together.
Watch this short client explainer video, which clearly demonstrates the benefit of a money management service proposition.
Digital channels are the most effective way for large enterprises, to connect with their clients. They can increase client engagement, build trust and provide valuable insights to help you grow a scalable business, increase efficiency and strengthen compliance.
Moneysoft’s range of enterprise solutions support you at every stage of the digital transformation journey, from off-the-shelf products to white labelling and custom development via API’s. We use technology to solve your business challenges so that you can focus on your clients.
Backed by global fund administrator Link Group, Moneysoft has the capability to deliver reliable solutions and excellent service and support, paired with the agility to adapt in a rapidly changing market.
How Moneysoft helps you
- Increase member or client engagement
- Grow your brand
- Keep up with competitors
- Scalable services
- Build trust
Moneysoft Lite for Business
Increase client engagement with goal setting, tracking and cash flow management, plus net wealth tracking and Financial Health scores, all while improving your own productivity and revenue.Read more
Moneysoft Pro for Business
Moneysoft Pro supports financial professionals with all of the cash-flow, budgetary and money management tools included within Lite, plus advanced budgeting, document storage and comprehensive reporting. A comprehensive client engagement solution.Read more
Moneysoft Round-Ups brings short, medium and long-term investments into the here and now.Read more
A tailored solution can help you automate business processes through advanced workflows to increase efficiency, support scalable growth, and bolster compliance.Read more
Personal Financial Management Platform
Helping clients understand the importance of cash flow and empowering them to take control of their financial wellbeing, sets your business and your services apart from the competition.Read more
Moneysoft Data Vault
Moneysoft Data Vault helps you to unlock this value and builds on automated data collection and secure warehousing.Read more
Personal Users Solution
If you are looking for a powerful, personal money management and budgeting tool to give you a complete and true picture of your personal finances, then look no further.Read more