Moneysoft AU

Moneysoft AU

Financial Services

We create solutions that help all Australians make smarter financial decisions.

About us

Moneysoft is an automated personal financial management solution, allowing financial professionals and their clients, to collaborate in the areas of cash-flow, budgeting and financial goal tracking. A dynamic approach to money management allows the Moneysoft platform to provide one single-view across their client’s financial data. By providing a user-friendly tool with real-time information, Moneysoft allows Clients to effectively budget, manage their cash-flow and control their household finances. It also allows trusted advisers to empower clients, to make smarter financial decisions and to share the responsibility of achieving their financial independence. Improve the accuracy of your advice Increase client engagement and be ahead of regulatory change Identify more opportunities Improve profitability Download our introductory eBook at moneysoft.com.au, to find out more. http://www.moneysoft.com.au/ebook-cashflow-as-a-service/

Website
http://www.moneysoft.com.au
Industry
Financial Services
Company size
11-50 employees
Headquarters
Sydney
Type
Public Company
Founded
2011

Locations

Employees at Moneysoft AU

Updates

  • View organization page for Moneysoft AU, graphic

    1,758 followers

    Upcoming Webinar with Moneysoft CEO and Open Banking Partner Yodlee Expanding your business and your customer base may require leveraging consumer-permissioned financial data in other regions. Yet many countries have different data sharing rules and practices—so how can you navigate and comply with them all? Join our panel discussion featuring innovators from Moneysoft and Prift, who’ll discuss how they are successfully transcending borders with financial data solutions from Envestnet® | Yodlee®. Date: Wednesday, September 27, 2023 Time: 5pm AEST / 8am BST Register here: https://lnkd.in/gK-T4NcK

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  • View organization page for Moneysoft AU, graphic

    1,758 followers

    The Consumer Data Right (CDR) or Open Banking is a new, regulated data-sharing regime that gives consumers the ability to share their personal data with organisations they trust. Its purpose is to introduce safe, consent-driven sharing of consumer data with different companies or professionals, to improve competition and service innovation, and ultimately create better consumer outcomes. Read more about it here - https://lnkd.in/gCJa5XHu

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  • View organization page for Moneysoft AU, graphic

    1,758 followers

    Last year Moneysoft CEO Jon Shaw wrote an article for Ensombl– ‘Is engagement a reliable proxy for success’ – which examined the ways Advisers could create sustainable differentiation. In this second, follow-up article, he expands on technology’s role in enabling unique service capabilities and an outcome-focused approach, to create a competitive edge in the market. Take a look at the article here: https://lnkd.in/gTubq2XE

    Standing apart with distinctive services and an outcome focus

    Standing apart with distinctive services and an outcome focus

    moneysoft.com.au

  • View organization page for Moneysoft AU, graphic

    1,758 followers

    Exciting times for the world of finance, with interest rates, QAR, property prices, and US bank failures making headlines. Amid this dynamic landscape, Moneysoft proudly stands as the only recognised non-vertically aligned provider of Personal Finance Management Advice-tech in Australia. We're thrilled to announce that Moneysoft is now majority-owned by Link Group (ASX : LNK), bringing a new layer of capability and reassurance to our customers. Link Group is a renowned technology and administration services provider, with a steadfast focus on technological innovation and a rock-solid commitment to security and privacy. Link Group's experience and strength in security, privacy, and financial controls will further enhance the Moneysoft offering, granting you and your clients an added level of trust in data security and the protection of personal and financial information. Our dedication to offering a real value proposition remains as strong as ever, with our commercial priorities focused on the needs of the financial advice ecosystem. To keep up to date with all the latest developments, we invite you to download our Q2 News Report from our blog.   Stay informed, and stay ahead!  Download the Q2 News Report  https://lnkd.in/gkUKdrRi #finance #fintech #Moneysoft #LinkGroup #financialtechnology #personalinformationsecurity #datasecurity  

    eNews Quarterly Q2 2023

    eNews Quarterly Q2 2023

    moneysoft.com.au

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Funding

Moneysoft AU 2 total rounds

Last Round

Seed

US$ 1.4M

See more info on crunchbase