Moneysoft
HQ Address
Level 12, 680 George Street, Sydney, NSW 2000, Australia
Website Address
Business introduction
Your comlete wealth and cash flow portal
Solutions for small practice to enterprise
Moneysoft’s heritage lies within the financial services industry, supporting strong financial advice.
We firmly believe that cash flow is the foundation of saving and investing. Our solutions are built upon this principal.
Moneysoft was founded in 2012 with a clear vision; to empower all Australians to take more control of their finances, in particular, their cash flow.
Our name is an abbreviation of ‘Money soft-ware’ and Moneysoft has become a well established independent Australian technology company, providing leading-edge financial tools and solutions.
We offer solutions for financial professionals working with their clients to help them understand the importance of cash flow, while empowering them to take control of their financial wellbeing, as well as large scale enterprise solutions supporting businesses at every stage of the digital transformation journey, from off-the-shelf products to white labelling and custom development via API’s.
Our solutions are used by many business professionals, from financial advisers and planners, dealer groups, money management coaches, mortgage brokers, superannuation funds and more.
Moneysoft Solutions
Moneysoft Personal Financial Management
PFM is now available with tailored products to suit your needs including Fact Find, Auto Fact Find, Wealth Track and Cash Flow Pro. As a dedicated money management software, Moneysoft PFM makes client engagement more efficient and more effective. With balance and transaction data automatically categorised and two-way synchronisation with Xplan CRM and......
