Moneysoft provides market leading cloud technology solutions, for financial professionals and their clients.

Our highly innovative and secure technology equips financial professionals with the right tools, to enable them to provide an efficient cash flow, budgeting and money management service proposition, supporting their clients at every stage of their financial journey, throughout life.

Intelligent money management solutions, for you and your clients

Our suite of products

Moneysoft LiteIntroduce your clients to money management through an engaging and simple financial well-being solution with health check capability, providing a stepping-stone into a full money management service.

Moneysoft ProA full service money management solution, enabling complete ongoing financial money management services and deeper client conversations.

Moneysoft Round-upsAllow clients to automatically invest in spare change, from everyday spending into regular savings, or superannuation linked investments.

Moneysoft API & AnalyticsLearn more about your clients, through profiling and analysis of their financial habits and psychology.

The Moneysoft technology platform, integrates with existing mobile or web applications, or through completely new applications.

© Moneysoft Limited 2018

Moneysoft Lite and Pro

Moneysoft Lite and Pro are built to support financial professionals offering a money management proposition. The following table presents a summary of some of the key features and benefits within each product.

*Resources include tutorials, re-branded client-facing material, flyers, process guides and much more.

Lite Pro

Key features

Daily retrieval and visibility of balance and transaction data from financial accounts with cash flow reporting

Automatic – alerts and financial goal tracking

Transaction categorisation is offered to differing levels

Cash flow and net-wealth tracking

A dedicated business portal and resources*

Financial health check and GAP report A full and comprehensive reporting suite to complement your service

Client fact – find survey Document upload and storage against transactions, accounts or users

Key benefits

Link all of your clients’ assets and liabilities including property, vehicles, loans and more, and track them to key goals

Empower your clients via shared responsibility for outcomes

Quick and easy set-up, across Lite and Pro

View all transactions and accounts, in real-time and in one place

Complementary reporting solutions across Lite and Pro, to strengthen your client conversations

Significant efficiencies are achieved through automatic data collection, processes and reduced administration

© Moneysoft Limited 2018

Moneysoft for your businessWe offer innovative and customised, products and solutions to the financial services industry.

Unique Digital Solutions – Moneysoft offers innovative (cloud-based) financial health checks, personal cash flow, budgeting and savings solutions, to help you increase overall experience and engagement. Coupled with unique insights gathered through our intelligent data analytics, Moneysoft’s digital solutions help to improve client satisfaction and retention.

Increase Client Engagement – The more clients interact; the more value they place on your services. Clients are also more likely to increase their savings, and potentially, increase their investable assets.

Empower Client Advice – Moneysoft automates the financial planning process and provides a view of asset allocation and other institutional exposure, to help you service your clients better with appropriate advice and offers.

Supported by Link Group – Moneysoft is supported with the backing and a partnership with Link Group, a global provider of fund administration, share registry, shareholder management, analytics and services.

About MoneysoftMoneysoft is an independent Australian financial technology company est. 2012, providing innovative and customised, products and solutions to the financial services industry.

Helping Australian’s to quickly gain an accurate and reliable view of their complete financial situation, Moneysoft plays a crucial role in the journey towards financial literacy.

Our partnership with Link Group further enhances Moneysoft’s offering as a market leader in financial management solutions, allowing businesses to improve their overall client and member engagement strategies.

Visit Us: www.moneysoft.com.au Call Us: 1300 850 878

Register for a free 30-day trial

Go to: www.moneysoft.com.au/signup/business

© Moneysoft Limited 2018