Moneysoft enters new partnership with Mortgage Choice

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Moneysoft’s advice technology will power a new Mortgage Choice Financial Planning tool aimed at bolstering clients’ money management skills and helping them reach their financial goals. Mortgage Choice Financial Planning

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Link Group senior executive joins Moneysoft board

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Moneysoft, a personal financial management software company, has announced the appointment of Link Group’s Information, Digital and Data Services CEO Paul Gardiner to its board. The announcement follows on from the

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Advisers welcome new package designed to boost client engagement, satisfaction and revenue

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Leading personal financial management (PFM) software provider Moneysoft has launched a complete package of resources and tools to help financial advisers introduce an effective, profitable budgeting and cashflow management service

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FinTech to launch new ‘lite’ money management tool to advisers in 3Q

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A flexible, cost effective version of leading personal financial management (PFM) tool, Moneysoft will be available to financial advisers, mortgage brokers and superannuation funds next quarter, as client demand for

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Moneysoft launches innovative benchmarking tool for advisers and clients

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Financial advisers now have access to a new benchmarking and reporting tool, giving them unique insight into the spending habits of their client base and the ability to compare the financial

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FinTech marriage spawns next-gen platform

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Advisers can now automatically track their clients’ bank, superannuation and investment account balances, determine the optimal way to invest funds and monitor a client’s financial progress with a new integrated

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Advisers embrace new fintech client engagement tool

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Financial planning practices aligned to 17 of the top 50 dealer groups nationally have integrated an innovative new budgeting and cashflow management solution into their advice processes, following a successful

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