For Professionals

Moneysoft Lite for Business

Introduction

Introduce your clients to money management with a simple financial well-being solution with health check capability

Who uses Moneysoft Lite?

Financial Advisers and Planners

Professional Money Coaches

Debt Reduction and Budgeting Service Providers

Software Vendors and Managed Service Providers

Mortgage Brokers and Aggregators

Superannuation Funds

What can Lite do for your Business?

Moneysoft Lite helps advisers increase efficiency and grow their business. Deliver instant benefits to your clients through the automated financial health check, allowing them to set short and long-term goals. Use this information to tailor your services to offer the most appropriate financial products and services to support them.

Click here to read how one adviser is using Moneysoft Lite in their business.

Take the free trial and see how Moneysoft can benefit your business

Try our free 30-day trial and see how Moneysoft can help your clients achieve their goals and help you grow your business. No credit cards. No obligations.

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