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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.
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 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 brings short, medium and long-term investments into the here and now.
Read moreA tailored solution can help you automate business processes through advanced workflows to increase efficiency, support scalable growth, and bolster compliance.
Read moreHelping 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 helps you to unlock this value and builds on automated data collection and secure warehousing.
Read moreIf 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 moreSee how Moneysoft has been implemented by these financial professionals, supporting them in providing a highly effective service with their clients.
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.
1. New Property ModuleThe Property function has been completely rebuilt. Previously there were two options to link a property – Manual Value or Estimated Value.
Read moreIntrust Super was shortlisted as a Finalist for the SuperRatings Best New Innovation award at the 2019 Lonsec Fund of the Year awards dinner in Sydney on Wednesday night for...
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