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Showing 11 - 18 of 18 results for "Moneysoft"

Centrepoint forms fintech alliance

JAMIE WILLIAMSON  |  WEDNESDAY, 6 SEP 2017
... responsibility for the client's financial situation. A full-service money management and cash flow platform developed by Moneysoft will be rolled out to Centrepoint advisers, providing enable efficient cash flow, budgeting, savings and goal-tracking ...

Fortnum subsidiary flags aggressive growth plan

ALEX BURKE  |  TUESDAY, 1 AUG 2017
... news follows on from Fortnum announcing a partnership with real-time data, budgeting and reporting software provider MoneySoft. The arrangement will involve Fortnum distributing MoneySoft's cashflow and budgeting tool through its adviser network to assist ...

Fortnum inks advice fintech deal

ALEX BURKE  |  TUESDAY, 4 JUL 2017
... and reporting software to augment its client engagement strategy. Under the new partnership, Fortnum will distribute MoneySoft's cashflow and budgeting tool through its adviser network to assist in advisers' efforts to improve clients' financial literacy ...

Link partners with fintech hub

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2017
... fintech hub follows a line of other recent partnerships including with Ignition Wealth, technology solution provider Moneysoft and online document service DocuSign. Link's information, digital and data services chief executive Paul Gardiner said the ...

Link executive joins Moneysoft

JAMIE WILLIAMSON  |  THURSDAY, 8 DEC 2016
Personal financial management software provider Moneysoft appointed a senior Link Group executive to its board. Following a strategic partnership between the two firms, Link's information, digital and data services chief executive Paul Gardiner is now ...

Link partners with software firm

ALEX BURKE  |  WEDNESDAY, 12 OCT 2016
Link Group has made a strategic investment in a provider of real-time data, budgeting and reporting software. Moneysoft will provide Link Group with these tools to augment its service offering for superannuation funds and other clients. The first suite ...

RI Advice launches cashflow management tool

STAFF WRITER  |  WEDNESDAY, 22 OCT 2014
... adviser network to help clients stay on top of their finances. The advice group has developed a customised version of Moneysoft's automated cashflow software. "For many people, reviewing their finances is a daunting prospect, yet, strong cashflow management ...

Moneysoft to launch hassle-free data gathering software

LAURA MILLAN  |  TUESDAY, 19 MAR 2013
Technology provider Moneysoft has released a new software product that can help financial advisers gather the banking data of their clients more efficiently. While it usually takes from 35 to 40 minutes for financial advisers to get their clients' banking ...
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