Solutions
Solutions
Ideal for enterprise scale business, Moneysoft offers tailored solutions including Round-Ups Micro Savings and complete PFM and Member Portal solutions. Moneysoft Enterprise solutions help lift your brand profile, increase client and member engagement while generating significant efficiency gains across your advice team. Automated data processing, improved compliance and self-service automated Fact Find are just some of the benefits we offer.
With the ability for custom developments via APIs and SDKs, Moneysoft improves scalability, efficiency and compliance. Moneysoft can also direct your members to a personal adviser or guide them through a tailored advice solution. Backed by global fund administrator Link Group, Moneysoft delivers secure, scalable solutions and the agility to adapt in a rapidly changing market.
Round-Ups Summary
Moneysoft Round-Ups is an innovative solution that lets people make small, frequent contributions to their investment accounts. It provides a basis for more positive engagement between Funds and their members while building wealth through increased savings.
Round-Ups is fund agnostic which means it’s built your way, for your clients, your processes, your brand and your fund. You can choose a turn-key solution, or we can customise it to fit your needs, including integration with existing digital platforms such as member apps or portals.
Moneysoft PFM Summary
Improves client engagementand retention |
Increases business efficienciesand revenue opportunity |
Full support for advisers andclients |
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Moneysoft provides a true and accurate picture of a client’s financial position, making a truly holistic advice process advice possible
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Creates efficiency and time-saving through automation off previous manual cash flow tracking and budgeting processes
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On-shore customer support line for advisers AND clients
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Empowers clients to take a greater role in their financial future
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Automates the entire fact find process with the ability to customize to meet your requirements
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Dedicated local account managers to support and help advisers onboarding theirclients
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Promotes adviser / client collaboration through one easy platform
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Optimises business processes and workflows through auto-data collection, superior reporting tools and a reduction of administrative tasks
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Dedicated library of business resources, including re-brandable assets and custom client log in / sign-up page
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Enables advisers to provide relevant financial advice via superior reporting
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Significant efficiency gains through greater visibility of a client’s financial position
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Provides a real-time view of linked accounts, properties and other assets in one place
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Opens up new opportunities to target different markets and to achieve business scale
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Key Features and Functions
To view the full set of features and functions please click here.
Round-Ups & Micro-Savings
Choose a turn-key solution, or we can customise it to fit your needs, including integration with existing digital platforms such as member apps or portals. Learn more.
Enterprise PFM Platform
Provide your members with all the tools and features they need to build financial wellbeing. Back-to-back support, white labelling and full customisation available. Learn more.
APIs and SDKs
Embed any Moneysoft Round Ups or PFM functionality into your own web and mobile apps using our APIs, SDKs and ready-for-use development sandbox. Learn more.
Real-time data
Provides a real-time view of financial accounts (cash, credit, loans, shares, super) properties, plus other assets, liabilities and document storage all in one place.
Wealth Tracking
Net Worth tracking and reporting tools help evaluate a client’s position ongoing, while auto-alerts help to ensure that they stay on track and on-plan. Learn more.
Budgeting & Cash Flow
Creates efficiency and time-saving through automation off previous manual cash flow tracking and budgeting processes. Learn more.
Automated Fact Find
Synchronise and pre-populate data via integrations with compliance tools such as XPLAN, Midwinter, Administration platforms and other 3rd-party systems. Learn more.
Advanced Goal Tracking
Set short and long-term goals for your clients, then use Moneysoft to build strategies and track progress to ensure they’re achieved.
Xplan IPS Integration
Portfolio data feed integration delivers a powerful combination of data and automated processes for client servicing, analysis & reporting. Learn more.
Xplan CRM Integration
Now with two-way synchronisation Moneysoft helps open more ‘value add revenue streams’ with cash flow services and new market opportunities. Learn more.
Insights across your customer base
Moneysoft’s data collection platform allows you to gain unprecedented insights across your client base using advanced analytics and data mining.
Grow your engagement
Moneysoft allows you to better understand your clients’ behaviour across their financial lifestages, then tailor your services to offer optimal financial products and services to support them.
