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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.
Read morePosted 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.
Read morePosted 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.
Read morePosted 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.
Read morePosted 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...
Read morePosted 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.
Read morePosted 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
Read morePosted 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...
Read morePosted 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...
Read morePosted 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.
Read morePosted 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.
Read morePosted 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.
Read morePosted 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...
Read morePosted 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.
Read morePosted 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.
Read morePosted 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 8 years ago 8 Minute(s) to read
How to Change Lives and Build Client Engagement with Moneysoft
Jackson Millan knows what it’s like to help a client out of insolvency and get back on the path to home ownership.
Read morePosted 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.
Read morePosted 8 years ago 7 Minute(s) to read
Meeting growing demand for budgeting and cashflow services
Brava Financial Services recognised that there was a gap in the financial advice market, in terms of providing something of tangible value to their clients that goes beyond having a conversation around...
Read morePosted 8 years ago 4 Minute(s) to read
The death of robo-advice
Robo-advice promised to overthrow traditional financial planning models but the future hasn’t turned out to be quite so automated.
Read morePosted 8 years ago 4 Minute(s) to read
Cashflow as a service - the marketproof way to build wealth..... and longer-term client relationships
Investment outperformance forms a key part of financial advice.
Read morePosted 8 years ago 2 Minute(s) to read
The Connected Consumer
The age of technology has transformed almost every aspect of daily life.
Read morePosted 8 years ago 3 Minute(s) to read
Good Old Fashioned Tips for the New Year!
Christmas has come and gone yet again. Retailers rub their hands with glee after another bumper year, culminating in the inevitable silly season shopping spree.
Read morePosted 8 years ago Less than a minute to read
Moneysoft receives industry accolade!
We are delighted to announce that we have been selected as finalists in the inaugural FinTech Business Awards for Financial Advice Innovator of the year as well as Personal Finance...
Read morePosted 8 years ago 3 Minute(s) to read
The debt bomb: set to explode?
Historic low interest rates have encouraged Australians to build up record debt levels – but should we be worried? Jon Shaw analyses the Moneysoft database and finds some disturbing signs.
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