Customer Stories

"They smile – there’s a moment when they twig. They say ‘I didn’t believe it but it seems like it’s working at the moment’ and the next month it gets better and the following month it gets even better."

"When it's in your face you start to make sure money is directed towards your values. When we're on autopilot that doesn't happen."

“Our clients far and away find Moneysoft the most engaging piece of the advice process. When we start showing them how it works, they sit forward in their chairs and their ears prick up.”

"I don’t think we’ve had any client that’s on Moneysoft leave us. The clients that have left us have been the risk only clients – they’re not really engaged."

“We plan to strip out the cashflow business from our existing business into a separate business – there’s a huge market for us to tap into there.”

"Moneysoft provides the on-going accuracy we need to see the way clients are behaving by collating and analysing all of their accounts and investments in real time."

"It’s shifted long term client relationships… Now we are working together, more closely, seeing the same things and they hear from me much more frequently because I have something tangible.”

"What Moneysoft allows us to do is increase and deepen our client engagement."