An Australia’s first personal bank aggregator and analytics system. Moneysoft enables users to link their personal bank accounts and empowers them to perform goal setting and targeted savings through a highly visual and intuitive user interface.
Moneysoft is a well established independent Australian technology company, that provides cutting edge Personal Financial Management (PFM) tools for the financial services industry for delivering innovative client engagement and retention offerings whilst enabling greater productivity, improving the accuracy of your advice and generating new revenue opportunities.
25 Apr 2017
Fintech startup Moneysoft partners with Mortgage Choice to launch financial planning tool
Financial advice startup Moneysoft has partnered with Mortgage Choice to produce and launch MoneyTrack, a financial planning tool to be made available to its network of advisers through its cashflow c...
9 Mar 2016
Moneysoft launches innovative benchmarking tool for advisers and clients
Financial advisers now have access to a new benchmarking and reporting tool, giving them unique insight into the spending habits of their client base and the ability to compare the financial behavi......
9 Sep 2015
Cashflow service could become a nursery for Gen-Y financial planning clients
A quirky “non-financial planning” business model built around low-cost cash flow management rather than traditional full-service advice is expected to become something of a ‘nursery’ for prosp...
27 Jul 2015
Additional AU$500,000 funding round helps Moneysoft to hire key personnel to drive expansion
Moneysoft reportedly secures an additional AU$500,000 in a new round of funding, bringing its total funding to AU$1.5 million. The application offers a free budget planner and money management softwar...
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