Archive: Aug 29, 2023, 12:00:00 AM

Posted 15 months ago by Moneysoft Sales 4 Minute(s) to read

Moneysoft delivers open banking win for financial advisers

Media Release –  August 2023 Moneysoft delivers open banking win for financial advisers and superannuation funds, powered by Envestnet | Yodlee Sydney, Thursday 24 August, 2023 In a win for the financial advice...

Read more

Posted 15 months ago by Moneysoft Sales Less than a minute to read

Standing apart with distinctive services and an outcome focus

Last year Moneysoft  CEO Jon Shaw wrote an article for Ensombl– ‘Is engagement a reliable proxy for success’  – which examined the ways Advisers could create sustainable differentiation.

Read more