1AHEAD OF THE CURVE – YOUR GUIDE TO OPEN BANKING
Moneysoft Open Banking SummaryHow the Consumer Data Right can create competitive advantage and drive innovation for financial planners, money coaches and mortgage brokers.
How the Consumer Data Right can create competitive advantage and drive innovation for financial planners, money coaches and mortgage brokers.
2YOUR COMPLETE WEALTH AND CASH FLOW PORTAL
30 DAYS FREE ACCESS - START HEREExperience the industry's leading client engagement software. 30 Day Free access includes all Moneysoft features enabled and support. No obligation. No pre-payment required.
3SOLUTIONS FOR SMALL PRACTICE TO ENTERPRISE
See our pricingWith a dedicated business portal, white label options, resources, support and so much more. Drive greater value with your business cost efficiently.
Four Digital Transformation Success Stories and What They All Have in Common
Learn MoreOur own Miles Casbier spoke with Clayton Daniel from XY Adviser about four unique and successful ways that Moneysoft customers are using technology to innovate and transform their business offerings and revenue streams.
Two-Factor Authentication
Enable NowStep up your security with Moneysoft 2FA. Moneysoft has been offering this log-in option to our members since 2018 and are proud to be leaders in this space, with banking levels of security and protection of personal information guaranteed for all of our users.
Moneysoft is an Australian-based supplier of software for individuals, financial planners, money coaches, mortgage brokers and retirement funds, internationally. Our technology helps significantly improve business efficiency, and the financial wellbeing of individuals, advised clients and fund members, with solutions for Personal users, Small-to-Medium Business, and Large Enterprise.
Configurable add-ons allow our subscribers to differentiate, while our cutting-edge client engagement, automatic data collection, and out-of-the-box integrations deliver advanced process automation and significant efficiency gains. Complete APIs are available across our platforms to support advanced solutions, either stand-alone, or embedded within existing applications.
Moneysoft PFM is ideal for financial planners and money coaches looking for client portal, digital onboarding and ongoing digital servicing capabilities. Data from cash, savings, credit card, loan, mortgage, superannuation, and brokerage accounts, plus manual uploads and more, are automatically combined into a complete picture of household wealth and cash flow. Includes powerful features such as fact find, goal tracking, cash flow modelling, advanced reporting, and a range of 3rd-party system integrations.
Moneysoft Round Ups is a product-independent micro-investing solution, perfect for wealth and superannuation funds looking to gain an edge in member acquisition, member engagement and growth of funds under management.
Trusted by 100s of Financial Advisers
and dozens of AFSLs
Engage your clients for the long term
Customer Stories
See how Moneysoft has been implemented by these financial professionals, supporting them in providing a highly effective service with their clients.
"They smile – there’s a moment when they twig. They say ‘I didn’t believe it but it seems like it’s working at the moment’ and the next month it gets better and the following month it gets even better."
Read full case study
Michael Chew
Co-Founder & Director of Orange Wealth
"When it's in your face you start to make sure money is directed towards your values. When we're on autopilot that doesn't happen."
Read full case study
Adele Martin
Money Mentor
"I don’t think we’ve had any client that’s on Moneysoft leave us. The clients that have left us have been the risk only clients – they’re not really engaged."
Read full case study
Jodie Douglas
Founder at Mad About Life
The Latest from the Business Hub
We're always enhancing our service and solutions to make sure that we are providing our customers and their clients or members with the very best experiences.
Keep up to speed on the latest news from Moneysoft here.
RELEASE NOTES: Moneysoft PFM – November/December 2023 & Q1 January-March 2024
The following release notes detail the updates and new features for Moneysoft PFM as of the latest versions: Application Version: 3. 0. 20. 20240405 SDK Version: 2. 0.
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RELEASE NOTES: Moneysoft PFM – September and October 2023
The following release notes relate to: Application Version: 3. 0. 20. 20231020 SDK Version: 2. 0.
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Upcoming Webinar with Moneysoft CEO and Open Banking Partner Yodlee
Register Here Date: Wednesday, September 27, 2023 Time: 5pm AEST / 8am BST Expanding your business and your customer base may require leveraging consumer-permissioned financial data in other regions.
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