Moneysoft’s heritage lies within the financial services industry, supporting strong financial advice.

We firmly believe that cash flow is the foundation of saving and investing. Our solutions are built upon this principle.

Moneysoft was founded in 2012 with a clear vision; to empower all Australians to take more control of their finances, in particular, their cash flow.

Articles & Research

1 May 2024

It’s time to go beyond the surface with Open Banking

As financial services, in general, become more fragmented and competitive, the quest for differentiation has led forward-thinking advisers to take a more…

Jonathan Shaw
Chief Executive Officer at Moneysoft

12 March 2024

Is Open Banking a fleeting fad or a genuine game-changer?

Technology evolves at lightning speed, so distinguishing between fleeting fads and genuine game-changers in the financial sector has never been more critical.…

Jonathan Shaw
Chief Executive Officer at Moneysoft

17 January 2024

Are you ready to turn Open Banking into a competitive advantage?

In the evolving landscape of the financial sector, the emergence of open banking practices has become a…

Jonathan Shaw
Chief Executive Officer at Moneysoft

Articles & Research

A special production

Ahead of the Curve – An adviser’s Guide to Open Banking

Brought to you by MoneySoft.

Browse more corporate members

Sharesight

Sharesight is an award-winning online investment portfolio tracker used by over 400,000 DIY investors and finance professionals in …

Allan Gray

At Allan Gray, our highly focused investment approach lets us keep things simple, including offering our investors a …

MoneyGPS

moneyGPS is owned by Fiduciary: An Australian fintech created by two industry execs that brings the best of …

Ox Capital Management

Founded in 2021, Ox Capital Management (OxCap) brings together a team of experienced emerging market investors led by …

Fintalkr

FinTalkr™ is a Conversational AI-driven platform to help financial service advisors dramatically increase their productivity; giving them more …

Vanguard

Vanguard isn’t owned by public shareholders. It’s owned by the people who invest in our funds. Our owners …