Moneysoft Sales

Posted 34 days ago by Moneysoft Sales 2 Minute(s) to read

RELEASE NOTES: Moneysoft PFM – September and October 2023

The following release notes relate to:  Application Version: 3. 0. 20. 20231020  SDK Version: 2. 0.

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Posted 3 months ago by Moneysoft Sales Less than a minute to read

Upcoming Webinar with Moneysoft CEO and Open Banking Partner Yodlee

Register Here Date: Wednesday, September 27, 2023 Time: 5pm AEST / 8am BST Expanding your business and your customer base may require leveraging consumer-permissioned financial data in other regions.

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Posted 3 months ago by Moneysoft Sales 2 Minute(s) to read

RELEASE NOTES: Moneysoft PFM August 2023

The following release notes relate to: Application Version: 3. 0. 20. 20230828 SDK Version: 2. 0.

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Posted 3 months ago by Moneysoft Sales 4 Minute(s) to read

Moneysoft delivers open banking win for financial advisers

Media Release –  August 2023 Moneysoft delivers open banking win for financial advisers and superannuation funds, powered by Envestnet | Yodlee Sydney, Thursday 24 August, 2023 In a win for the financial advice...

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Posted 3 months ago by Moneysoft Sales Less than a minute to read

Standing apart with distinctive services and an outcome focus

Last year Moneysoft  CEO Jon Shaw wrote an article for Ensombl– ‘Is engagement a reliable proxy for success’  – which examined the ways Advisers could create sustainable differentiation.

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Posted 4 months ago by Moneysoft Sales 3 Minute(s) to read

RELEASE NOTES: Moneysoft PFM June – July 2023

The following release notes relate to:
Application Version: 3.0.20.20230724

SDK Version: 3.0.20 20230724

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Posted 5 months ago by Moneysoft Sales 5 Minute(s) to read

RELEASE NOTES: Moneysoft PFM May – June 2023

The following release notes relate to:
Application Version: 3.0.20.20230703

SDK Version: 3.0.20 20230703

 

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Posted 7 months ago by Moneysoft Sales 1 Minute(s) to read

eNews Quarterly Q2 2023

News and Views – Jon Shaw, CEOHow things have changed since February…interest rates, QAR, property prices, US bank failures, you name it – it’s all happening.

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Posted 7 months ago by Moneysoft Sales 6 Minute(s) to read

Release Notes Moneysoft PFM March – April 2023

The following release notes relate to:
Application Version: 3.0.20.20230426

SDK Version: 3.0.20 20230426

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