Moneysoft Limited

13/09/2023

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://solutions.yodlee.com/aus-uk-client-story-webinar-reg-page.html

11/09/2023

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://www.moneysoft.com.au/open-banking/consumer-data-right-cdr/

30/08/2023

Media Release – August 2023

Moneysoft delivers open banking win for financial advisers and superannuation funds, powered by Envestnet | Yodlee

Take a look at the release here: https://moneysoft.com.au/sales-and-support/blog/moneysoft-delivers-open-banking-win-for-financial-advisers/

30/08/2023

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://moneysoft.com.au/sales-and-support/blog/standing-apart-with-distinctive-services-and-an-outcome-focus/

24/05/2023

🔔 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://www.moneysoft.com.au/sales-and-support/blog/enews-quarterly-q2-2023/

17/02/2023

Moneysoft Q1 2023 eNewsletter is out now. This issue we cover the latest development in our mobile apps, along with the Personal-to-Advice lead generation capability, some improvements to report generation and rules processing times and a summary of the significant enhancements made to the software over the last quarter.

View the eNews here:https://moneysoft.com.au/assets/Newsletters/2023/0bed1faab0/Moneysoft-Q1-2023-eNews.pdf

30/10/2022

This month, our own Miles Casbier spoke with Clayton Daniel from XY Adviser about four unique and successful ways that Moneysoft customers are using technology to innovate and transform their business offerings and revenue streams.

Take a look at the article and watch the video here: https://www.xyadviser.com/articles/four-digital-transformation-success-stories/

14/07/2022

Moneysoft Limited is very excited (and proud) to commence roll out in the USA with the awesome team at Financial Coaches Network.

Link Group have agreed to use their technology to power a new product launched by US-based Financial Coaches Network (FCN), aimed at optimising client engagement and improving retirement and wealth o

04/04/2022

Moneysoft CEO, Jon Shaw and XY Adviser founder, Clayton Daniel discuss a simple process you can use to consider the value that your business delivers and the role that technology can play in amplifying your existing capabilities, and building new ones.
Read the article and watch the full interview here: https://www.xyadviser.com/articles/what-does-your-business-say-about-you/

21/03/2022

Moneysoft CEO, Jon Shaw delivers some hard truths about the role of software in service organisations in his recently featured article and interview with XY Advisor founder, Clayton Daniel. Read the article and watch the full interview here:

When most people hear SaaS (Software as a Service), they tend to focus on the software part, not the service part. Software is often the new and innovative aspect, so the fact we turn our attention to this is no surprise. Service on the other hand, is often perceived as a responsive mechanism, trigg...

23/04/2021

If the trend of fewer advisers reduces by 30% over the next 2 years, digital automation is more crucial than ever to make sure you are in the position to adapt and take advantage. Saving time on areas such as client and product provider data collection allows more time to focus on other areas of your business.

Moneysoft’s digital fact find, live household data and advice systems integrations brilliantly saves time and create efficiencies as the leading Wealth Management Portal for Advisers and clients.

Try Moneysoft – 1-month free access – Full functionality (training and support included). No Obligation.

https://pfm.moneysoft.com.au/signup/business

A new report has predicted there will be just over 13,000 advisers left by 2023, as the older practitioners who still dominate the industry retire in large numbers leaving a handful of new recruits to replace them.

10/03/2021

See what Tim Poskitt had to say about Moneysoft as he discusses Five Aussie FinTechs using Data Aggregation and Open Banking to help Aussies Make Better Financial Decisions.

Five Aussie FinTechs using Data Aggregation and Open Banking. Tim Poskitt, Country Manager ANZ, Envestnet|Yodlee reports.