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Everything from Moneysoft

CPD: Open Banking – increase client personalisation and your profitability

The rise of Open Banking in the financial services industry The global rise of open banking has been driven by technological advancements and changing consumer expectations. Innovations in artificial intelligence

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18 Nov 2024

Research shows that budgeting and cashflow management the top advice priority for younger Australians

Younger people overwhelmingly rank budgeting and cashflow management as the most valuable type of financial advice they can receive, according to a recent ING and Rice Warner survey of more

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16 Jan 2019

How one financial planner’s cultural change is helping tackle Australia’s debt problem

How one financial planner’s cultural change is helping tackle Australia’s debt problem Financial planners are helping to tackle Australia’s escalating debt problem as the industry shifts from selling products to

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30 Oct 2018

With trust levels plummeting, it’s time to get personal

Tackling the trust issue is one of the greatest challenges currently facing our industry. Peter Malekas explores practical ways for advisers to turn the tide. We are experiencing a national

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17 Jul 2018

Moneysoft calls on financial planners to help clients understand their expenditure

Financial planners need to broaden their role and help clients understand their household expenses in the wake of the Royal Commission’s damning revelations. Australian households have racked up record levels

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31 May 2018

Ease of use powers Moneysoft Lite cash flow management tool to one in five Moneysoft subscriptions

Time poor advisers and their clients have embraced the streamlined version of Moneysoft’s personal financial management tool, with Moneysoft Lite growing to 20% of active users in less than two

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21 May 2018

Moneysoft makes client engagement more compelling with its new user interface

Moneysoft has re-launched its client engagement and financial wellbeing platform with a more intuitive and streamlined user interface that cuts the time it takes professionals to analyse their clients’ key

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08 Mar 2018

Moneysoft and managedaccounts.com.au join forces to help advisers drive efficiency and client engagement

Moneysoft has partnered with managedaccounts.com.au to offer its personal money management solutions to all financial planning practices using the ASX-listed online platform provider. Under the agreement, advisers receive preferential pricing

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14 Feb 2018

Moneysoft expands footprint with Investfit and Xeppo integrations

Moneysoft has struck new deals to integrate its cashflow as a service solution with goals based advice software Investfit and software data connector Xeppo. The partnerships bring together powerful technology

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25 Aug 2017

Fortnum partners with Moneysoft

Moneysoft will provide its digital money management solution to Fortnum Financial Advisers under a new partnership set to boost client engagement and provide greater insights across the advice process. Fortnum

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05 Jul 2017

Earn CPD Points

CPD: Consumer protection brief – advisers at the frontline of preventing financial abuse
Introduction Financial Abuse is a major societal problem, regarded by many observers, and some states, as a form of domestic violence. Although recognised in Commonwealth law, in most Australian jurisdictions [...]
CPD: A deep dive into Listed Private Equity Investments
Private equity (PE) is ownership of, or interest in, a corporate entity that’s generally not publicly listed or traded, although PE is increasingly backing listed companies where there are opportunities [...]
CPD: Global dividends play an important role in portfolio income
With the next move in interest rates likely to be downward, the importance of dividend income will be reinforced. And while Australian investors love their income producing blue chips – [...]
CPD: Top 10 tips for providing ethical advice
The Australian Financial Complaints Authority (AFCA) does more than hear complaints; it also provides tools to help financial advisers meet their legal and ethical obligations throughout the advice process. This [...]
CPD: Deceased estates and tax
Despite a perception that the use of trusts is the domain of the extremely wealthy, trusts can be used by a broad spectrum of clients to achieve a range of [...]