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