Help your clients make smarter and more accurate financial decisions
Start your no-obligation trial todayNo payment required during your trial. Cancel anytime. No lock in contracts ongoing.
No payment required during your trial. Cancel anytime. No lock in contracts ongoing.
What is Moneysoft?
Built around the needs of the end-user, Moneysoft’s solutions support the adviser-client relationship and help make achieving clients’ financial goals a shared responsibility.
Cash flow, budgeting, saving and goal-tracking are all available through our user-friendly platforms, supported by a single dynamic view of financial data.
Cash flow, budgeting, saving and goal-tracking are all available through our user-friendly platforms, supported by a single dynamic view of financial data.
Download our short demo-video now to see for yourself, how Moneysoft can benefit your business.
We already integrate with many existing providers, such as iRESS XPLAN, providing you with an extremely powerful combination, at no additional cost.
All of this combined, makes us the perfect partner for your business.
Trusted by
Solutions
Moneysoft Lite for Business
Increase client engagement with goal setting, tracking and cash flow management, plus net wealth tracking and Financial Health scores, all while improving your own productivity and revenue.
Read moreMoneysoft Pro for Business
Moneysoft Pro supports financial professionals with all of the cash-flow, budgetary and money management tools included within Lite, plus advanced budgeting, document storage and comprehensive reporting. A comprehensive client engagement solution.
Read moreMoneysoft Round-Ups
Moneysoft Round-Ups brings short, medium and long-term investments into the here and now.
Read moreMoneysoft APIs
A tailored solution can help you automate business processes through advanced workflows to increase efficiency, support scalable growth, and bolster compliance.
Read morePersonal Financial Management Platform
Helping clients understand the importance of cash flow and empowering them to take control of their financial wellbeing, sets your business and your services apart from the competition.
Read moreMoneysoft Data Vault
Moneysoft Data Vault helps you to unlock this value and builds on automated data collection and secure warehousing.
Read morePersonal User's Solution
If you are looking for a powerful, personal money management and budgeting tool to give you a complete and true picture of your personal finances, then look no further.
Read moreEngage 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.
XPLAN and Moneysoft complete formal Data Feed Agreement
Building on Moneysoft’s existing integrations, a formal agreement has been established to provide a more complete, seamless flow of data from Moneysoft into the IRESS Portfolio System (IPS) of XPLAN.
Read more
Release Notes June to July 2019
1. Interest Rates and Credit Limits for Loan and Credit AccountsLinked loan and credit card accounts can now have their interest rate for the account recorded in Moneysoft.
Read more
