Moneysoft AU’s cover photo
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

  • Moneysoft is excited to announce that we have officially joined the MUFG Pension & Market Services family, a global leader in retirement solutions. On 9 September, MUFG Retirement Solutions acquired 100% ownership of Moneysoft, which will accelerate investment in our digital platform, as well as bring outstanding execution capability through MUFG's global expertise. The combination of Moneysoft and MUFG Retirement Solutions technology and services greatly enhances the value we offer to financial planners, money coaches, mortgage brokers, and retirement funds. "Moneysoft technology will also improve our data modelling and analytics, AI, scaled financial advice, retirement income solutions, and identity verification services through open banking, increasing the overall value and capability of our service offerings," said Jonathon Shaw, Chief Product Officer. This acquisition is a joint commitment to investing in technology and innovation, empowering a brighter future for the global pension and superannuation industry. Together, we are set to continue delivering best-in-class services and solutions. Read more at: https://lnkd.in/gVHeP3eY #EmpoweringABrighterFuture #WeAreMUFG

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Funding

Moneysoft AU 3 total rounds

Last Round

Seed

US$ 1.4M

See more info on crunchbase