Release notes July / August 2018
1. Business Account Branding We know how important business branding is and we have been working overtime to address issues being experienced by some of our business partners.
How to help young professionals reach their goals
Michael Chew, Co-Founder & Director of Orange Wealth
Michael's clients are typically young, professional families.
Innovative benchmarking for advisers and clients
As part of the standard offering, Moneysoft includes free access to a benchmarking and reporting tool giving Advisers unique insights into the spending habits of their clients and the ability...
With trust levels plummeting, it's time to get personal
Tackling the trust issue is one of the greatest challenges currently facing our industry.
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.
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.
Ease of use powers Lite cash flow management tool to one in five Moneysoft subscriptions
Ease of use powers Moneysoft Lite cash flow management tool to one in five Moneysoft subscriptions
15th May, 2018: Time poor advisers and their clients have embraced the streamlined version of Moneysoft’s...
Building a scalable advice business
Mad About Life Case Study
Jodie Douglas, Mad About Life
Jodie Douglas, Founder of a relatively young advice practice, 'Mad About Life', sat down with us to tell us how she has...
It’s time to give clients what they want, not what they can be sold
There’s no magic to good advice, it just takes helping clients meet their individual goals.