Moneysoft Limited in Sydney, Australia | Company
Moneysoft Limited
Locality: Sydney, Australia
Phone: +61 1300 850 878
Address: Level 12, 680 George Street 2000 Sydney, NSW, Australia
Website: http://www.moneysoft.com.au
Likes: 525
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18.01.2022 Moneysoft Limited recognised at the 5th Annual FinTECH Awards, 2020 as a Finalist in the Best Superannuation Service category. We’d like to congratulate our team and thank our partners as we continue to produce innovative #advicetech solutions for #financialplanning and #superannuation. Learn more at: https://www.moneysoft.com.au #Fintech #Advicetech #Superannuation #FinancialPlanning #PersonalFinance #FinancialAdvisor #FinancialAdvice
18.01.2022 DIGITISE YOUR FACT FIND NOW, with Moneysoft. Even Auto Sync & Pre-Populate Data. See how easy it is with our FREE 'FULL ACCESS' Trial including (for a limited time only) BONUS implementation offer. Find out more at: https://pfm.moneysoft.com.au/signup/business #FinancialPlanning #PersonalFinance #FinancialAdvisor #FinancialAdvice
18.01.2022 FREE WEBINAR - 11AM Wednesday 9th December. Find out the secrets to success, how to set the right foundations, and deploy it effectively so it works FOR you! Limited numbers - register now so you don't miss out. Register at https://us02web.zoom.us//register/WN_Mf5fDig4QM-83YF7Wg4Nhw
15.01.2022 NEW - DIGITISE YOUR FACT FIND. Auto Fact Find incl. 2-way Xplan CRM integration, pre-populate & auto sync data, custom options, white labelling & more! Find out more at https://pfm.moneysoft.com.au/signup/business #FinancialPlanning #PersonalFinance #FinancialAdviser #FinancialAdvisor #FinancialAdvice
14.01.2022 Investor Strategy NEWS: Advisers get tech savvy with Moneysoft ‘Fact Find’. Recently published this great article highlights how critical operational efficiency is in today’s environment and how advisers are looking to Moneysoft to help improve efficiency in data management. View the full article: https://ioandc.com/advisors-get-tech-savvy-with-moneysoft-/... #FinTech #FinancialPlanning #PersonalFinance #FinancialAdvisor #FinancialAdvice
14.01.2022 Just released: Watch the recording of our recent webinar "Digitise YOUR Fact Find & Data Sync with XPLAN". See how efficient it is to have your business' own requirements automated and 2-way sync XPLAN data with Moneysoft. To learn more you can also click here: https://www.moneysoft.com.au/auto-fact-find/ or contact [email protected].
11.01.2022 With new, flexible client product modules, customisable Auto Fact Find, 2-way XPLAN data sync, white labelling and more, see why Moneysoft is now one of the most advanced and efficient solutions available. Take a FREE TRIAL NOW & qualify for our BONUS custom implementation offer at: https://pfm.moneysoft.com.au/signup/business #FinancialPlanning #PersonalFinance #FinancialAdvisor #FinancialAdvice
10.01.2022 New Xplan IPS Integration just released PLUS 2-way Xplan CRM & Auto Fact Find coming this month. There's no better time than now to get ahead and try Moneysoft! Find out more at https://pfm.moneysoft.com.au/signup/business #FinancialPlanning #PersonalFinance #FinancialAdvisor #FinancialAdvice
08.01.2022 Want to digitise YOUR compliance-approved Fact Find to supercharge your client experience, PLUS avoid manual XPLAN data entry, double handling and manual paper-based processes? This webinar is for you! Register at https://us02web.zoom.us//register/WN_TrFv_zzWSnePN9-CR9AE5w
06.01.2022 FREE WEBINAR - 11AM Tuesday 23rd February. Want to know how you can maximize efficiencies for your practice in 2021 and beyond? Learn about the Account Linking Upgrade with a demo showing an improved client onboarding experience. PLUS, you'll receive an exclusive bonus offer, only available to attendees.... Register at https://us02web.zoom.us//register/WN_fs2xvrxbQjqo_8zR02bfOQ
