What is Moneysoft?

A leading client engagement software for anyone advising on financial matters, Moneysoft provides solutions for Individual users, Small-to-Medium Business and Large Enterprise. Connecting bank, investment, mortgage and other accounts from multiple providers, Moneysoft is a complete wealth and cash flow portal that automatically updates, sorts and reports on the full range of financial data. Presenting an individual’s complete financial situation via an intuitive dashboard, Moneysoft has features and tools covering fact find, budgeting, cash flow, goal tracking and deep-dive analysis or reporting. With tailored Fact Find, White Labelling, APIs and a raft of customisations available, Moneysoft helps everyday Australians improve their financial health and achieve financial goals, while offering huge efficiency gains to financial coaches, advisers, planners, mortgage brokers, and superannuation funds.

 

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Engage your clients for the long term

Find out how to use Cashflow as a Service to help your clients achieve their goals.

Customer Stories

See how Moneysoft has been implemented by these financial professionals, supporting them in providing a highly effective service with their clients.

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.

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June 2020 Newsletter

Moneysoft June 2020 eNewsletter out now.

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Adviser Ratings ‘Together Australia’ Campaign

It goes without saying that Australians have been financially affected as never before during the COVID-19 pandemic lockdown.

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Release Notes May 2020

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