Professional

Solutions

Moneysoft Personal Financial Management (PFM) software is designed for advisers, mortgage brokers and financial service providers. It offers a suite of powerful net worth, budgeting, goal tracking and reporting features, including automated fact find capabilities. PFM is now available with tailored products to suit your needs including Fact Find, Auto Fact Find, Wealth Track and Cash Flow Pro. As a dedicated money management software, Moneysoft PFM makes client engagement more efficient and more effective.

With balance and transaction data automatically categorised and two-way syncronisation with Xplan CRM and Xplan IPS integration, Moneysoft PFM helps open more ‘value add revenue streams’ with cash flow services and new market opportunities. All business account subscriptions include co-branded white labelling free of charge. If you’re looking to include customisable features or to completely re-brand the Moneysoft PFM web and mobile apps, custom white labelling solutions are also available.

Available in Fact Find, Auto Fact Find, Wealth Track and Cash Flow Pro feature sets.

 

Fact Find
Auto Fact Find
Wealth Track
Cash Flow Pro
Fact Find Modules

 

 

 

 

Financial Account Linking and Property Valuations

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Document Storage

 

 

 

 

Xplan Integration

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eSignature integration

 

 

 

 

Transactions

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  (limited)

 

Budget Module

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Goal Tracking

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Detailed Reports

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  (limited)

 

Notifications & Alerts

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  (related to features)

  (related to features)

  (related to features)

To view the full set of features and functions please click here.

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Improves Client Engagement and Retention
Increases Efficiencies and Revenue Opportunities
Full Support for Advisers and Clients
Moneysoft provides a true and accurate  picture of a client’s financial position, making a truly holistic advice process advice possible
Creates efficiency and time-saving  through automation off previous manual cash flow tracking and budgeting  processes
On-shore customer support line for advisers AND clients
Empowers clients to take a greater role  in their financial future
Automates the entire fact find process with the ability to customize to meet your requirements
Dedicated local account managers to support and help advisers onboarding  theirclients
Promotes adviser / client collaboration through one easy platform
Optimises business processes and  workflows through auto-data collection, superior reporting tools and a reduction  of administrative tasks
Dedicated library of business  resources, including re-brandable assets and custom client log in / sign-up page
Enables advisers to provide relevant  financial advice via superior reporting
Significant efficiency gains through  greater visibility of a client’s financial  position
 
Provides a real-time view of linked  accounts, properties and other assets  in one place
Opens up new opportunities to target  different markets and to achieve business scale
 
     

What can Moneysoft do for your Business?