Ideal for enterprise scale business, Moneysoft offers tailored solutions including Round-Ups Micro Savings and complete PFM and Member Portal solutions. Moneysoft Enterprise solutions help lift your brand profile, increase client and member engagement while generating significant efficiency gains across your advice team. Automated data processing, improved compliance and self-service automated Fact Find are just some of the benefits we offer.  

With the ability for custom developments via APIs and SDKs, Moneysoft improves scalability, efficiency and compliance. Moneysoft can also direct your members to a personal adviser or guide them through a tailored advice solution. Backed by global fund administrator Link Group, Moneysoft delivers secure, scalable solutions and the agility to adapt in a rapidly changing market.

Round-Ups Summary

Moneysoft Round-Ups is an innovative solution that lets people make small, frequent contributions to their investment accounts. It provides a basis for more positive engagement between Funds and their members while building wealth through increased savings.

Round-Ups is fund agnostic which means it’s built your way, for your clients, your processes, your brand and your fund. You can choose a turn-key solution, or we can customise it to fit your needs, including integration with existing digital platforms such as member apps or portals.


Moneysoft PFM Summary

Hi Res PFM Desktop Laptop and Tablet 300 DPI

Improves client engagement
and retention
Increases business efficiencies
and revenue opportunity
Full support for advisers and
Moneysoft provides a true and accurate  picture of a client’s financial position, making a truly holistic advice process advice possible
Creates efficiency and time-saving  through automation off previous manual cash flow tracking and budgeting  processes
On-shore customer support line for advisers AND clients
Empowers clients to take a greater role  in their financial future
Automates the entire fact find process with the ability to customize to meet your requirements
Dedicated local account managers to support and help advisers onboarding  theirclients
Promotes adviser / client collaboration through one easy platform
Optimises business processes and  workflows through auto-data collection, superior reporting tools and a reduction  of administrative tasks
Dedicated library of business  resources, including re-brandable assets and custom client log in / sign-up page
Enables advisers to provide relevant  financial advice via superior reporting
Significant efficiency gains through  greater visibility of a client’s financial  position
Provides a real-time view of linked  accounts, properties and other assets  in one place
Opens up new opportunities to target  different markets and to achieve business scale


Key Features and Functions

To view the full set of features and functions please click here.