Moneysoft PFM Summary
Moneysoft Personal Financial Management (PFM) software is designed for advisers, mortgage brokers and financial service providers. It offers a suite of powerful net worth, budgeting, goal tracking and reporting features, including automated fact find capabilities. PFM is now available with tailored products to suit your needs including Fact Find, Auto Fact Find, Wealth Track and Cash Flow Pro. As a dedicated money management software, Moneysoft PFM makes client engagement more efficient and more effective.
With balance and transaction data automatically categorised and two-way syncronisation with Xplan CRM and Xplan IPS integration, Moneysoft PFM helps open more ‘value add revenue streams’ with cash flow services and new market opportunities. All business account subscriptions include co-branded white labelling free of charge. If you’re looking to include customisable features or to completely re-brand the Moneysoft PFM web and mobile apps, custom white labelling solutions are also available.
Available in Fact Find, Auto Fact Find, Wealth Track and Cash Flow Pro products.
Auto Fact Find
Auto Fact Find is an automated data collection process providing Advisers, Mortgage Brokers and financial service providers greater efficiency, streamlined client engagement and improved compliance.
Wealth Track
Wealth Track is a digital whole-of-wealth portal that provides Advisers, financial service providers and clients a high-level view over net worth, cash flow, savings and goals all in one place.
Cash Flow Pro
With a full suite of powerful budgeting, goal setting and reporting features, Cash Flow Pro supports more effective client engagement and value add services for clients who require some extra support to keep their finances and wealth creation plans on track.
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Fact Find |
Auto Fact Find |
Wealth Track |
Cash Flow Pro |
Fact Find Modules |
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Financial Account Linking and Property Valuations |
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Document Storage |
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Xplan Integration |
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eSignature integration |
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Transactions |
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Budget Module |
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Goal Tracking |
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Detailed Reports |
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Notifications & Alerts |
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To view the full set of features and functions please click here.
Improves Client Engagement and Retention |
Increases Efficiencies and Revenue Opportunities |
Full Support for Advisers and Clients |
Moneysoft provides a true and accurate picture of a client’s financial position, making a truly holistic advice process advice possible
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Creates efficiency and time-saving through automation off previous manual cash flow tracking and budgeting processes
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On-shore customer support line for advisers AND clients
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Empowers clients to take a greater role in their financial future
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Automates the entire fact find process with the ability to customize to meet your requirements
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Dedicated local account managers to support and help advisers onboarding theirclients
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Promotes adviser / client collaboration through one easy platform
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Optimises business processes and workflows through auto-data collection, superior reporting tools and a reduction of administrative tasks
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Dedicated library of business resources, including re-brandable assets and custom client log in / sign-up page
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Enables advisers to provide relevant financial advice via superior reporting
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Significant efficiency gains through greater visibility of a client’s financial position
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Provides a real-time view of linked accounts, properties and other assets in one place
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Opens up new opportunities to target different markets and to achieve business scale
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What can Moneysoft do for your Business?
Budgeting & Cash Flow
Wealth Tracking
Advanced reporting tools help evaluate a client’s position ongoing, while auto-alerts help to ensure that they stay on track and on-plan. Learn more.
Automated Fact Find
Synchronise and pre-populate data via integrations with compliance tools such as XPLAN, Midwinter, Xeppo or other 3rd-party systems. Learn more.
Xplan IPS Integration
Portfolio data feed integration delivers a powerful combination of data and automated processes for client servicing, analysis & reporting. To learn more click here.
2-way Xplan CRM Integration
Now with two-way syncronisation Moneysoft helps open more ‘value add revenue streams’ with cash flow services and new market opportunities. Learn more.
Custom Solutions
While all Moneysoft business account subscriptions include co-branded white labelling, free of charge, custom white labelling solutions are available. Learn more.
Mobile Apps
Android and IOS Moneysoft mobile apps are included standard. White-label mobile app options are also available. Learn more.
More visibility = more results
Deliver reports that strengthen your services – from quick ‘Health Checks’ to ongoing benchmarking budget vs actual, cash flow and net worth reports and more.
Real-time data*
Help clients achieve their goals
Set short and long-term goals for your clients, then use Moneysoft to build strategies and track progress to ensure they’re achieved.
Dedicated advisor portal
Insights across your customer base
Moneysoft’s data collection platform allows you to gain unprecedented insights across your client base using advanced analytics and data mining.
Account alerts
Moneysoft’s data collection platform allows you to gain unprecedented insights across your client base using advanced analytics and data mining.
Grow your engagement
Moneysoft allows you to better understand your clients’ behaviour across their financial lifestages, then tailor your services to offer optimal financial products and services to support them.
Pricing Information
Business Account Pricing starts at just $200+GST per month (volume discounts and wholesale plans are available).