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Posted 7 months ago by Moneysoft Sales 4 Minute(s) to read
RELEASE NOTES: Moneysoft PFM – November/December 2023 & Q1 January-March 2024
The following release notes detail the updates and new features for Moneysoft PFM as of the latest versions: Application Version: 3. 0. 20. 20240405 SDK Version: 2. 0.
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Posted 13 months ago by Moneysoft Sales 2 Minute(s) to read
RELEASE NOTES: Moneysoft PFM – September and October 2023
The following release notes relate to: Application Version: 3. 0. 20. 20231020 SDK Version: 2. 0.
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Posted 15 months ago by Moneysoft Sales Less than a minute to read
Upcoming Webinar with Moneysoft CEO and Open Banking Partner Yodlee
Register Here Date: Wednesday, September 27, 2023 Time: 5pm AEST / 8am BST Expanding your business and your customer base may require leveraging consumer-permissioned financial data in other regions.
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Posted 15 months ago by Moneysoft Sales 2 Minute(s) to read
RELEASE NOTES: Moneysoft PFM August 2023
The following release notes relate to: Application Version: 3. 0. 20. 20230828 SDK Version: 2. 0.
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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...
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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.
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Posted 16 months ago by Moneysoft Sales 3 Minute(s) to read
RELEASE NOTES: Moneysoft PFM June – July 2023
The following release notes relate to:
Application Version: 3.0.20.20230724
SDK Version: 3.0.20 20230724
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Posted 17 months ago by Moneysoft Sales 5 Minute(s) to read
RELEASE NOTES: Moneysoft PFM May – June 2023
The following release notes relate to:
Application Version: 3.0.20.20230703
SDK Version: 3.0.20 20230703
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Posted 18 months ago by Moneysoft Sales 1 Minute(s) to read
eNews Quarterly Q2 2023
News and Views – Jon Shaw, CEOHow things have changed since February…interest rates, QAR, property prices, US bank failures, you name it – it’s all happening.
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You can view some of our most popular news articles below.
Posted 6 years ago by Moneysoft Sales 2 Minute(s) to read
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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Posted 6 years ago by Moneysoft 4 Minute(s) to read
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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Posted 8 years ago 2 Minute(s) to read
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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Posted 7 years ago 2 Minute(s) to read
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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Posted 6 years ago Less than a minute to read
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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Posted 6 years ago 1 Minute(s) to read
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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Posted 6 years ago Less than a minute to read
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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Posted 6 years ago 2 Minute(s) to read
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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Posted 6 years ago 2 Minute(s) to read
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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Posted 7 years ago 4 Minute(s) to read
Regtech gives advisers a way out of a tight spot
Growing regulatory pressure combined with increased client expectations can put the squeeze on financial advisers. Embracing regtech can provide space to grow a thriving business, says Moneysoft’s Jon Shaw.
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Posted 7 years ago 4 Minute(s) to read
How fintech can help mortgage brokers navigate the regulatory environment
Mortgage brokers are caught between two worlds: they’re not strictly salespeople but they’re paid by commission; they’re not financial planners but they advise Australians on their biggest purchase.
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Posted 7 years ago 2 Minute(s) to read
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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Posted 7 years ago 2 Minute(s) to read
Centrepoint enters into partnership with Moneysoft
5th September 2017: Financial services firm Centrepoint Alliance has partnered with Moneysoft to deliver a full-service money management and cash flow platform, which will strengthen the adviser-client relationship and give...
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Posted 7 years ago 4 Minute(s) to read
Why small change can make a big difference
Retirement is characterised by uncertainty: no one knows how long they’ll live, how markets will perform and ultimately, just how much money they’ll need.
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Posted 7 years ago 4 Minute(s) to read
Understanding and tackling clients' behavioural biases with the fourfold pattern
Our innate behavioural biases regularly sabotage the best-laid financial plans.
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Posted 7 years ago 2 Minute(s) to read
Fortnum partners with Moneysoft
July 4th, 2017: Moneysoft will provide its digital money management solution to Fortnum Financial Advisers under a new partnership set to boost client engagement and provide greater insights across the...
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Posted 8 years ago 4 Minute(s) to read
Why the demise of cash heralds new dangers
Money makes the world go round Australians are leaving cash behind for the convenience of electronic payments. It may not be all good news according to Moneysoft’s Jon Shaw.
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Posted 8 years ago 4 Minute(s) to read
Fast Money! The Case for a Cashless Society
The cash crash Cold, hard cash. It’s a payment method familiar to people, regardless of age, affluence or technological know-how.
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