YOUR COMPLETE WEALTH AND CASH FLOW PORTAL
Set-up a FREE 30-day trial nowExperience the industry's leading client engagement software. Trial includes complete access to all Moneysoft features and support. No obligation. No automatic roll-over.
Experience the industry's leading client engagement software. Trial includes complete access to all Moneysoft features and support. No obligation. No automatic roll-over.
SOLUTIONS FOR SMALL PRACTICE TO ENTERPRISE
See our pricingWith a dedicated business portal, white label options, resources, support and so much more. Drive greater value with your business cost efficiently.
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 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
Engage 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.
Release Notes April 2020
1. Calendar PPF DownloadAn issue that was preventing the calendar from downloading as a pdf has been resolved. 2.
Read more
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.
Read more
