The Next Generation in Cash flow and Budgeting software
Your trial includes complete access to our Next-Generation platform and includes both of our key cash flow management solutions, Lite and Pro.
This enables you to determine which solution will best suit your service proposition for your clients – it as with many of our existing business account holders, could be a blend of both.
As well as access to personal support and account managers, your free trial access comes with a range of free resources to assist you throughout your trial, including your own customisable materials, business process guides, tutorial videos and much more.
Full access and support to help you succeed.
When you take a free trial, across the 30 days we will provide you with all the support that you need, to make sure that you experience the benefits of Moneysoft to the full.
Our friendly account managers and support team are on-hand to assist you with any questions by phone or email every business day, helping you to make the introduction of Moneysoft and your own client service, a complete success.
We even offer you free training, if you need it.
Help where you need it most
With a support team on-hand, we're there to help and answer any questions that you may have – from getting going with the software, through to helping you on-board yourself and even your clients, it's all about making you as comfortable as possible to be able to service your clients, from the moment you login!
Your account comes packed with free access to resources, including short video guides which can be shared with clients, eBooks that provide tips and considerations, as well as case studies across different firms using Moneysoft, that give you an appreciation and true understanding of other professionals using it well already – the fact is there are many advisers and financial professionals using this market-leading software.
While you are on trial, please feel free to ask us anything, at all.
If you are seriously looking to lift engagement with your clients, then start your trial now. The process takes just a few minutes to get going and there are no lock in contracts after your trial period.