RELEASE NOTES: Moneysoft PFM –Q2 April-June 2024 & Q3 July-Sept 2024

The following release notes detail the updates and new features for Moneysoft PFM as of the latest versions: 
Application Version: 3.0.21.20241105  

SDK Version: 2.0.0 202401105 

Apple and Android apps available

Ever thought of having your own company versions of Moneysoft?

A new android app was issued earlier in the year to all Google app stores, and since then the iOS (Apple iPhone) version was also released to its ‘App Store’ in August. Both apps can be fully white labelled in your company name and logo.

New clients can set up a Moneysoft account and link their financial accounts on these apps, just as they can do on the desktop version, as well as enjoy several other functions that are available under all environments.

Please contact your Moneysoft Business Account Manager for more information on how we may be able to adapt Moneysoft to meet your specific business needs.

Open Banking Update – Managing consent expiry 

We have added a ‘Manage Open Banking Consent’ menu option to allow clients to easily see when their consent expires, for CDR linked financial accounts. With CDR data feeds, internet banking passwords are not required, and clients may consent to share data or extend the original period for up to 365 days at a time. 

Besides Consumer Data Right (CDR) data feeds, Digital Data Capture (or “screen scraping”) feeds remain available, as a second option, to you and your clients.

For more information, visit  ‘Open Banking’ on our website.   

Watch this video, to register as a Trusted Adviser 

And this video, shows how to connect to the CDR data feeds.  

New Fact Find 

A new version of the Moneysoft ‘Fact Find’ is now available with updated modules. As many of you hold sufficient client information already, conversion to the more recent one may not be necessary. The new one will integrate with X-Plan, for single person data and work is underway to make partner Fact Find information also fully transferable, to or from this widely used Adviser CRM.

For more information, reach out to your Moneysoft Account Manager via email or call 1300 850 878.

Improvement to Task List Feature

At the suggestion of Your Vision Financial, the task list feature has been enhanced so that:

• you can now see all tasks that are past due, not just ones that are one day overdue
• you can see upcoming tasks for the next 7 days, not just for the next three days
• you may mark as many tasks as 'complete’ at the same time, as you wish, via a pop-up box, that shows you all tasks that have been created

This is an example of how we have listened to our client’s feedback and made worthwhile changes that all users can enjoy. Understanding we are restricted to changes that fit in as according to our design. As well, some changes must be custom built, if they are specific to your business requirements only.

For assessment and scoping of any proposed custom changes and quotation thereof, again, please reach out to your Moneysoft Account Manager via email or call us on 1300 850 878.

General Software Improvements 

We enhanced transaction filtering, so that you can easily determine each account institution via its logo, as well as distinguish between open and closed account links. This feature is also available in the Account Balance Report, when selecting accounts and period, prior to generating the report

Posted 5 days ago by Moneysoft Sales 3 Minute(s) to read