Moneysoft Sales

Posted 51 days ago by Moneysoft Sales 1 Minute(s) to read

RELEASE NOTES: Moneysoft PFM –Q4 Oct -Dec 2024 & Q1 Jan-Mar 2025

The following release notes detail the updates and new features for Moneysoft PFM as of the latest versions:  Application Version: 3. 0. 21. 20250331   SDK Version: 2. 0.

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Posted 6 months ago by Moneysoft Sales 3 Minute(s) to read

RELEASE NOTES: Moneysoft PFM –Q2 April-June 2024 & Q3 July-Sept 2024

The following release notes detail the updates and new features for Moneysoft PFM as of the latest versions:  Application Version: 3. 0. 21. 20241105   SDK Version: 2. 0.

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Posted 13 months ago by Moneysoft Sales 4 Minute(s) to read

RELEASE NOTES: Moneysoft PFM – November/December 2023 & Q1 January-March 2024

The following release notes detail the updates and new features for Moneysoft PFM as of the latest versions:  Application Version: 3. 0. 20. 20240405   SDK Version: 2. 0.

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Posted 19 months 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 21 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 21 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 21 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 21 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 22 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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