White Labelling and Customisation Options
All Moneysoft business account subscriptions include co-branded white labelling, free of charge. If you’re looking to totally re-brand the Moneysoft portal and mobile apps to your own specifications, custom white labelling is the solution for you.
Add-ons are also available, enabling you to customise your client experience. Explore the information below to get all the details on co-branding, white labelling and custom add ons.
| Co-Branded White Label | Custom White Label |
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Hosted customisable client landing page and masked sub-domain URL (eg. My Business). |
Hosted custom landing page and private URL (eg. My Money Buddy). |
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Your company logo propagated across website, reports and emails. |
Your company logo propagated across web and mobile apps, app stores, reports and emails. |
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Text adjustments to emails to include your Business name and any nominated Service name. Free customisation of your client invitation email template. |
Completely customise all email templates that are sent from the Moneysoft system, as well as the way in which they are sent (email notification management). |
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Standard Moneysoft mobile apps available for your clients from app stores. |
Own-branded mobile apps for iOS and Android in the app stores. |
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Standard category groups, categories, features and functionality. Apply custom category groups and categories across all of your clients by purchasing an add-on. |
Includes custom category groups and categories that apply automatically to financial transactions across all of your clients. We can also put business-wide auto-categorisation rules in place to save you and your clients even more time. |
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Standard features and functions. Apply custom feature and function access controls by purchasing an add-on. |
You have total control over which features and functions your clients can access. Apply view-only access, or hide any feature or function to completely customise your process and the client experience. Replace the Support contact for clients with personalised contact details for your service |
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Standard resources, brochures and tutorial videos to help you, your colleagues and clients become experts in no time. |
Specify the materials and videos that are available to business users – you can also create and add your own materials! |
Add-ons are also available to further customise your process and user experience.
Add ons can be purchased separately with any business account subscription. If you would like to know more information about these add-ons, please contact us.
- Chatbots (risk profile, appointments and bookings)
- Custom category mapping (groups and categories)
- Personalised service reports
- Automated batch report scheduling
- Custom fact find modules and workflow
- Control access to features and functions
- Business-wide transaction categorisations
- Custom e-mail templates
White Label Pricing
| Plan | Price |
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Co-branded web and mobile apps |
Included free with all subscriptions |
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Custom white label web app and domain |
$275 p.m.* |
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Custom white label mobile apps (iOS and Android) |
$275 p.m.* (per supported operating system) |
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Moneysoft API access - write your own apps using our pre-built fetaures |
$825 p.m.* |
*All costs cover build, maintenance and development support. Min. 12-month subscription.
Talk to us about the ideal custom solution for your business.
