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

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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 crisis of confidence in our institutions. Our trust in business, government, media and non-government organisations has fallen drastically in the past year, and signs point […]

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Moneysoft calls on financial planners to help clients understand their expenditure

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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 of debt as interest rates have been cut to historic lows in recent years, but the Commission heard that most lenders still over-rely on the […]

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Moneysoft makes client engagement more compelling with its new user interface

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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 financial data. The launch follows a 12-month research and design process including extensive interviews and testing with a range of financial professionals who use Moneysoft’s […]

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Moneysoft expands team with eight new appointments

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Moneysoft has appointed eight new staff in response to growing demand for its suite of personal financial management solutions. This expansion boosts Moneysoft’s frontline account management and client service teams including increased support capability. It follows strong uptake of the company’s core cashflow as a service software and the recent launch of its Round-ups solution. […]

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Moneysoft expands footprint with Investfit and Xeppo integrations

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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 and the capability for financial services providers to offer customised solutions that meet the individual needs of their client base. Moneysoft founder and managing director, […]

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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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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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