Enterprise
Moneysoft's Personal Financial Management Platform (or PFM for short), has been specifically designed by finance professionals for finance professionals. We understand your business, your market and your challenges. Our solutions are there to help build deeper client relationships and develop your business's valuable services responding to clients' financial needs.
Featuring two-way data syncronisation with Xplan and other 3rd-party systems, Moneysoft helps open value add revenue streams with cash flow services and new marketing opportunities. If you’re looking to include customisable features or completely re-brand the Moneysoft portal and mobile apps to your own specifications, custom solutions, APIs and SDKs are also available.
What Moneysoft can do for your business?
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.
Budgeting & Cash Flow
Creates efficiency and time-saving through automation off previous manual cash flow tracking and budgeting processes.
Wealth Tracking
Wealth Tracker reporting tools help evaluate a client’s position ongoing, while auto-alerts help to ensure that they stay on track and on-plan.
Automated Fact Find
Moneysoft Automated Fact Find also permits “synchronised” data to be pre-populated via integration with existing CRM or compliance tools such as XPLAN, Midwinter, Xeppo or other 3rd-party systems.
Xplan IPS Integration
Portfolio data feed integration delivers a powerful combination of data and automated processes for client servicing, analysis & reporting.
2-way Xplan CRM Integration
Now with two-way syncronisation Moneysoft helps open more ‘value add revenue streams’ with cash flow services and new market opportunities.
More visibility = more results
Deliver reports that strengthen your services – from quick ‘Health Checks’ to ongoing benchmarking via the inbuilt tool budget vs actual, cash flow and net worth reports and more.
Real-time data
Provides a real-time view of linked accounts, properties and other assets in one place.
* data collection can also be managed manually.
Help clients achieve their goals
Set short and long-term goals for your clients, then use Moneysoft to build strategies and track progress to ensure they’re achieved.
Dedicated adviser portal
Moneysoft provides a true and accurate picture of a client’s financial position, making a truly holistic advice process possible.
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.
Account alerts
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.
