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The following release notes detail the updates and new features for Moneysoft PFM as of the latest versions:
Application Version: 3.0.21.20250331
SDK Version: 2.0.0 20250331
New Fact Find Version is upgraded
The latest version of the Moneysoft ‘Fact Find’ has been upgraded, with modules now able to contain additional records for partners or family members. As many of you hold sufficient client information already, conversion to the more recent one may not be necessary. Below is an example of how a couple’s profile information can be displayed separately under the new system
The Moneysoft Fact Find integrates with XPlan. In the new version, both Single and Partner information is 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
Re-design of Administration Reports
A re-design of the ‘Avg Change Net Worth’ Report has now been implemented, and we are currently working to merge the ‘Client Summary’ and ‘Client List’ Report to make this more efficient. The ‘Client Summary’ Report is also undergoing a re-make and this should be available soon
If you would like more detail on this or previous fixes, please get in touch with Moneysoft Support or contact your Account Manager.
Contact Information:
Phone 9:00am to 5pm EST: 1300 850 878
Support team: support@moneysoft.com.au
Accounts team: sales@moneysoft.com.au
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