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Moneysoft Q1 2023 eNewsletter is out now. This issue we cover the latest development in our mobile apps, along with the Personal-to-Advice lead generation capability, some improvements to report generation and rules processing times and a summary of the significant enhancements made to the software over the last quarter.
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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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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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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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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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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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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...
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How to help young professionals reach their goals
Michael Chew, Co-Founder & Director of Orange Wealth Michael's clients are typically young, professional families.
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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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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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