Moneysoft Sales

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

Release Notes February 2020

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

Release Notes December 2019 / January 2020

1.

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Posted 5 years 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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Posted 5 years ago by Moneysoft Sales 1 Minute(s) to read

Release Notes October 2019

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Posted 5 years ago by Moneysoft Sales Less than a minute to read

SuperCents named Finalist for Best New Innovation at SuperRatings Awards.

Intrust Super was shortlisted as a Finalist for the SuperRatings Best New Innovation award at the 2019 Lonsec Fund of the Year awards dinner in Sydney on Wednesday night for...

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Posted 5 years ago by Moneysoft Sales 3 Minute(s) to read

Media Release: IOOF partner with Moneysoft to launch fincentral cash flow budgeting app

MEDIA RELEASE IOOF launches fincentral cash flow budgeting app October 9, 2019 Leading wealth management company IOOF has launched an online budgeting app to assist hundreds of thousands of Australians trying to become...

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Posted 5 years ago by Moneysoft Sales 2 Minute(s) to read

Release Notes September 2019

1.       Deleted Calendar EventsAn enhancement was made to improve the way the Calendar handles deleted future events. 2.

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Posted 5 years ago by Moneysoft Sales 1 Minute(s) to read

Release Notes August 2019

1.

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Posted 5 years ago by Moneysoft Sales Less than a minute to read

XPLAN and Moneysoft complete formal Data Feed Agreement

Building on Moneysoft’s existing integrations, a formal agreement has been established to provide a more complete, seamless flow of data from Moneysoft into the IRESS Portfolio System (IPS) of XPLAN.

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