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Experience the latest news from Moneysoft here.
Posted 5 days ago by Moneysoft Sales 4 Minute(s) to read
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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Posted 46 days ago by Moneysoft Sales 3 Minute(s) to read
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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Posted 7 months ago by Moneysoft 4 Minute(s) to read
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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Posted 7 months ago by Moneysoft 4 Minute(s) to read
Research shows that budgeting and cashflow management the top advice priority for younger Australians
Research shows that budgeting and cashflow management the top advice priority for younger Australians 15 January, 2019 Younger people overwhelmingly rank budgeting and cashflow management as the most valuable type of...
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Posted 8 months ago by Moneysoft Sales 2 Minute(s) to read
Media Release: New website launches with solutions to support Super funds
MEDIA RELEASE Moneysoft launches new website to support super fund focus December 14, 2018 Financial technology company Moneysoft has launched a new website that showcases its growing range of services to large...
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Posted 9 months ago by Moneysoft Sales 2 Minute(s) to read
How money management transformed one client’s life
Jenny* ran a successful imported confectionary shop until the major supermarket chains started selling the same goods.
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Posted 9 months ago by Moneysoft Sales 5 Minute(s) to read
Release notes October / November 2018
1. Transaction Date Filter The transaction date has been updated to be consistent across all date instances and to only refer to the ADST and date. 2.
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Posted 12 months ago by Moneysoft 2 Minute(s) to read
Release notes August / September 2018
The process of entering in updated credit card details has been improved to prevent an issue where this could fail and not provide an error message.
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Posted 12 months ago by Moneysoft 2 Minute(s) to read
New budget overview
Overview The budget page has undergone a significant re-design. Check out our walk through video by clicking here.
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You can view some of our most popular news articles below.
Posted 8 months ago by Moneysoft Sales 2 Minute(s) to read
Media Release: New website launches with solutions to support Super funds
MEDIA RELEASE Moneysoft launches new website to support super fund focus December 14, 2018 Financial technology company Moneysoft has launched a new website that showcases its growing range of services to large...
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Posted 7 months ago by Moneysoft 4 Minute(s) to read
Research shows that budgeting and cashflow management the top advice priority for younger Australians
Research shows that budgeting and cashflow management the top advice priority for younger Australians 15 January, 2019 Younger people overwhelmingly rank budgeting and cashflow management as the most valuable type of...
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Posted 3 years ago by Moneysoft 4 Minute(s) to read
Qualifying the value of a financial coaching service
Advisers who can help wealth accumulators and retirees manage their spending and cashflow will be able to demonstrate their value and justify their fees year-in and year-out, Peter Malekas writes.
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Posted 2 years ago by Moneysoft 2 Minute(s) to read
Moneysoft enters new partnership with Mortgage Choice
April 11th, 2017: Moneysoft’s advice technology will power a new Mortgage Choice Financial Planning tool aimed at bolstering clients’ money management skills and helping them reach their financial goals.
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Posted 2 years ago by Moneysoft 2 Minute(s) to read
Moneysoft expands footprint with Investfit and Xeppo integrations
Moneysoft has struck new deals to integrate its cashflow as a service solution with goals-based advice software Investfit and software data connector Xeppo.
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Posted 24 months ago by Moneysoft 2 Minute(s) to read
Moneysoft and IRESS XPLAN deliver a powerful combination
Curbing regulatory changeMaintaining and adhering to the regulatory compliance standards in Australia, means that Financial advisers face new challenges to deliver a quality service offering.
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Posted 15 months ago by Moneysoft 3 Minute(s) to read
Pay for technology but make sure it pays off for you
Moneysoft founder Peter Malekas believes in technology. He also believes technology vendors should pay their own way.
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Posted 14 months ago by Moneysoft Less than a minute to read
Bringing tailored advice to the mass market using technology
Adele Martin, Money Mentor. Adele Martin, is transforming the advice industry, using technology to scale her business.
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Posted 13 months ago by Moneysoft 4 Minute(s) to read
With trust levels plummeting, it's time to get personal
Tackling the trust issue is one of the greatest challenges currently facing our industry.
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Take a look through our posts! There's a wealth of useful information for you and your business.
Posted 17 months ago by Moneysoft Less than a minute to read
Creating new revenue and client engagement
[caption id="attachment_4502" align="alignright" width="211"] Simon Rayner, Dynamic Orange[/caption] Dynamic Orange Case Study When it comes to financial advice, people tend consider how much it's going to cost before they can realise and...
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Posted 17 months ago by Moneysoft 4 Minute(s) to read
Let’s make it simpler for planners to give advice on home loans, personal loans and credit cards
Let’s make it simpler for planners to give advice on home loans, personal loans and credit cards Moneysoft founder Peter Malekas says the Productivity Commission's prospective recommendation for financial planners to provide...
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Posted 17 months ago by Moneysoft 3 Minute(s) to read
Moneysoft makes client engagement more compelling with its new user interface
Moneysoft makes client engagement more compelling with its new user interface 6th March, 2018: Moneysoft has re-launched its client engagement and financial wellbeing platform with a more intuitive and streamlined user interface...
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Posted 19 months ago by Moneysoft 3 Minute(s) to read
Moneysoft and managedaccounts.com.au join forces
Moneysoft and managedaccounts. com. au join forces to help advisers drive efficiency and client engagement 13 February, 2018: Moneysoft has partnered with managedaccounts. com.
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Posted 20 months ago by Moneysoft 5 Minute(s) to read
The evolving financial literacy journey
Goals-based advice is central to building lasting financial wellbeing Australia is one of the wealthiest countries in the world and yet more than four in 10 people (42%) don’t feel confident...
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Posted 21 months ago by Moneysoft 2 Minute(s) to read
Moneysoft expands team to support growing demand for solutions
23rd November, 2017: Moneysoft has appointed eight new staff in response to growing demand for its suite of personal financial management solutions.
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Posted 22 months ago by Moneysoft 5 Minute(s) to read
Scale your business through a collaborative cash flow management service
How taking a collaborative approach can help you to scale client cash flow services and drive more profit Financial Advisers can sometimes struggle to provide cash flow management services because they...
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Posted 22 months ago by Moneysoft 4 Minute(s) to read
Regtech gives advisers a way out of a tight spot
Growing regulatory pressure combined with increased client expectations can put the squeeze on financial advisers. Embracing regtech can provide space to grow a thriving business, says Moneysoft’s Jon Shaw.
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Posted 22 months ago by Moneysoft 4 Minute(s) to read
How advisers can learn about change management and make their business stand out
Be the change you want to see in the world: how advisers can learn about change management and make their business stand out The advice industry is rapidly evolving, leaving many...
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