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.

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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 XPLANproviding you with an extremely powerful combination, at no additional cost.

All of this combined, makes us the perfect partner for your business. 

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Solutions

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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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.

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Release Notes March to May 2019

1.       Expand All FunctionWe have added the Expand All function to account tiles with only one account linked for a financial institution. 2.

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How will you address the changes coming from the Banking Royal Commission?

How will you address the changes coming from the Banking Royal Commission? The Banking Royal Commission findings will bring about permanent change across the financial services industry.

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