Moneysoft is an Australian-based supplier of software for individuals, financial planners, money coaches, mortgage brokers and retirement funds, internationally. Our technology helps significantly improve business efficiency, and the financial wellbeing of individuals, advised clients and fund members, with solutions for Personal users, Small-to-Medium Business, and Large Enterprise.
Configurable add-ons allow our subscribers to differentiate, while our cutting-edge client engagement, automatic data collection, and out-of-the-box integrations deliver advanced process automation and significant efficiency gains. Complete APIs are available across our platforms to support advanced solutions, either stand-alone, or embedded within existing applications.
Moneysoft PFM is ideal for financial planners and money coaches looking for client portal, digital onboarding and ongoing digital servicing capabilities. Data from cash, savings, credit card, loan, mortgage, superannuation, and brokerage accounts, plus manual uploads and more, are automatically combined into a complete picture of household wealth and cash flow. Includes powerful features such as fact find, goal tracking, cash flow modelling, advanced reporting, and a range of 3rd-party system integrations.
Moneysoft Round Ups is a product-independent micro-investing solution, perfect for wealth and superannuation funds looking to gain an edge in member acquisition, member engagement and growth of funds under management.
See how Moneysoft has been implemented by these financial professionals, supporting them in providing a highly effective service with their clients.
"They smile – there’s a moment when they twig. They say ‘I didn’t believe it but it seems like it’s working at the moment’ and the next month it gets better and the following month it gets even better."
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Co-Founder & Director of Orange Wealth
"When it's in your face you start to make sure money is directed towards your values. When we're on autopilot that doesn't happen."
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Money Mentor
"I don’t think we’ve had any client that’s on Moneysoft leave us. The clients that have left us have been the risk only clients – they’re not really engaged."
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Founder at Mad About Life
We're always enhancing our service and solutions to make sure that we are providing our customers and their clients or members with the very best experiences.
Keep up to speed on the latest news from Moneysoft here.
The following release notes detail the updates and new features for Moneysoft PFM as of the latest versions: Application Version: 3. 0. 21. 20241105 SDK Version: 2. 0.
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The following release notes detail the updates and new features for Moneysoft PFM as of the latest versions: Application Version: 3. 0. 20. 20240405 SDK Version: 2. 0.
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The following release notes relate to: Application Version: 3. 0. 20. 20231020 SDK Version: 2. 0.
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