Solutions
Solutions
Moneysoft Personal Financial Management (PFM) software is designed for advisers, mortgage brokers and financial service providers. It offers a suite of powerful net worth, budgeting, goal tracking and reporting features, including automated fact find capabilities. PFM is now available with tailored products to suit your needs including Fact Find, Auto Fact Find, Wealth Track and Cash Flow Pro. As a dedicated money management software, Moneysoft PFM makes client engagement more efficient and more effective.
With balance and transaction data automatically categorised and two-way synchronisation with Xplan CRM and Xplan IPS integration, Moneysoft PFM helps open more ‘value add revenue streams’ with cash flow services and new market opportunities. All business account subscriptions include co-branded white labelling free of charge. If you’re looking to include customisable features or to completely re-brand the Moneysoft PFM web and mobile apps, custom white labelling solutions are also available.
Available in Fact Find, Auto Fact Find, Wealth Track and Cash Flow Pro feature sets.
To view the full set of features and functions please click here.
Improves Client Engagement and Retention |
Increases Efficiencies and Revenue Opportunities |
Full Support for Advisers and Clients |
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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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What can Moneysoft do for your Business?
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 of 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, Xeppo or other 3rd-party systems. 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.
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. To learn more click here.
Xplan CRM Integration
Now with two-way synchronisation Moneysoft brings significant efficiency to the advice process as well as new revenue potential via cash flow services and other opportunities. Learn more.
Dedicated advisor portal
Moneysoft provides a true and accurate picture of a client’s financial position, making a truly holistic advice process possible.
Custom Solutions
While all Moneysoft business account subscriptions include co-branded white labelling, free of charge, custom white labelling solutions are available. Learn more.
Mobile Apps
Android and IOS Moneysoft mobile apps are included standard. White-label mobile app options are also available. 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.
More visibility = more results
Deliver reports that strengthen your services with a range of out-of-the box reports including benchmarks, budget vs actual, cash flow, net worth and many more. Custom reports are also available!
