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.

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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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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May 2020 Newsletter

Moneysoft May 2020 eNewsletter out now.

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Flying for Less1
Release Notes April 2020

1.        Calendar PPF DownloadAn issue that was preventing the calendar from downloading as a pdf has been resolved. 2.

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COACH adult blur business 630839
Release Notes March 2020

1.        Expired GoalsGoals which had reached their end date, but not achieved their target value were still being displayed in the Active Goals list.

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