Moneysoft Sales

Posted 3 years ago by Moneysoft Sales 3 Minute(s) to read

Release Notes October 2021

1.      Historical Balances for Other Accounts, Properties and Manual Data Accounts

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Posted 3 years ago by Moneysoft Sales 3 Minute(s) to read

Release Notes September 2021

1.       Moneysoft PFM Mobile App Updates: Support for Yodlee 1.

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Posted 3 years ago by Moneysoft Sales Less than a minute to read

September 2021 Newsletter

Moneysoft December 2021 eNewsletter out now. Catch up with the latest software updates, integration and events: Yodlee 1.

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Posted 3 years ago by Moneysoft Sales 4 Minute(s) to read

Release Notes August 2021

1. Household Member Feature is live!The new Household Member Feature is now live in the software and available within all Business Accounts.

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Posted 3 years ago by Moneysoft Sales 6 Minute(s) to read

Release Notes July 2021

Release Notes for Build: 202107231.

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Posted 3 years ago by Moneysoft Sales Less than a minute to read

Midwinter teams with wealth platform on integration deal

Midwinter has announced a new data integration deal with Moneysoft.

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Posted 3 years ago by Moneysoft Sales Less than a minute to read

June 2021 eNewsletter

Moneysoft June 2021 eNewsletter out now. Catch up with the latest software updates, integration and events: Yodlee 1. 1 upgrade Midwinter AdviseOS Integration How to Handle EOFY with Moneysoft

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Posted 3 years ago by Moneysoft Sales Less than a minute to read

Link Group combines technology with Moneysoft to streamline advice to superfund members  

Link Group has partnered with Moneysoft to streamline advice engagement for superannuation fund members and advisers with the launch of Link Advice Digital Fact Find.

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Posted 4 years ago by Moneysoft Sales Less than a minute to read

Empowering Financial Wellness in Australia with Envestnet

Empowering Financial Wellness in Australia with Envestnet | Yodlee Financial Data AggregationThe ChallengeWith 8 out of 10 Australians needing financial advice but not receiving it due to factors like high...

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