PFM Platform

Moneysoft's Personal Financial Management Platform (or PFM for short), has been specifically designed by finance professionals for finance professionals. We understand your business, your market and your challenges. Our solutions are there to help build deeper client relationships and develop your business's valuable services responding to clients' financial needs. 

Featuring two-way data syncronisation with Xplan and other 3rd-party systems, Moneysoft helps open value add revenue streams with cash flow services and new marketing opportunities. If you’re looking to include customisable features or completely re-brand the Moneysoft portal and mobile apps to your own specifications, custom solutions, APIs and SDKs are also available.

What Moneysoft can do for your business?