Introduce your clients to money management with a simple financial well-being solution with health check capability
Who uses Moneysoft Lite?
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
Moneysoft Lite for Business
Increase client engagement with goal setting, tracking and cash flow management, plus net wealth tracking and Financial Health scores, all while improving your own productivity and revenue.Read more
Moneysoft Pro for Business
Moneysoft Pro supports financial professionals with all of the cash-flow, budgetary and money management tools included within Lite, plus advanced budgeting, document storage and comprehensive reporting. A comprehensive client engagement solution.Read more
Moneysoft Round-Ups brings short, medium and long-term investments into the here and now.Read more
A tailored solution can help you automate business processes through advanced workflows to increase efficiency, support scalable growth, and bolster compliance.Read more
Personal Financial Management Platform
Helping clients understand the importance of cash flow and empowering them to take control of their financial wellbeing, sets your business and your services apart from the competition.Read more
Moneysoft Data Vault
Moneysoft Data Vault helps you to unlock this value and builds on automated data collection and secure warehousing.Read more
Personal Users Solution
If you are looking for a powerful, personal money management and budgeting tool to give you a complete and true picture of your personal finances, then look no further.Read more