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 recent strategic partnership formed between the two firms, initially focused on building new products to help superannuation fund members manage their overall wealth. Gardiner said […]

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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 to their clientbase. Developed in conjunction with advisers, the Moneysoft Business Processes toolkit contains a series of eBooks, video tutorials, blogs, and client-facing brochures and […]

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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 professional help with saving, budgeting and cashflow management continues to grow. Moneysoft Lite has been developed to support advisers who have introduced, or plan to […]

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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 behaviour and performance of individuals against their peers. The innovative comparison tool is integrated into cashflow, budgeting and savings management platform Moneysoft and is available free to […]

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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 money management, debt recycling and strategic advice platform made possible by the collaboration of two leading fintech companies. Cloud-based technology providers Moneysoft and Prospera have […]

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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 pilot program by dealer group RI Advice late last year. Moneysoft, the new cloud-based wealth management service launched by entrepreneur, accountant and former financial planner […]

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