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|Search Results||Showing 1 - 10 of 15 results for "Moneysoft"|
|... hours a year alone, just on that part of the advice chain." Partnering with MyProsperity, Astute Wheel, Padua Sorrento, Moneysoft and Iress, the new tech integrations focus on improving the data handling process and creating a smoother digital experience ...|
|... across this, too, so they can give their clients advice and help them build a long-term wealth creation strategy." Moneysoft chief executive Jon Shaw said the aim was to deliver an enterprise-grade solution to meet customers' needs, but with the simplicity ...|
|... everyday banking accounts to their super to help top-up contributions. The technology behind the app, which is backed by Moneysoft and Link Group, rounds-up members' everyday transactions that transfer to their super balance. Intrust Super chief executive ...|
|... holistic financial advice. Citing findings from ING and Rice Warner's MyGeneration report released late last year, MoneySoft today said budgeting and cashflow management were the most valued advice services for young people. According to the research ...|
|... Australian fintech to offer money management solutions to advice practices using its platform. The partnership with Moneysoft will provide advisers working with MGP's platform preferential pricing for the Moneysoft Lite and Pro services. These are cloud-based ...|
|... suite of financial management solutions with eight to appointees to its account management and client service teams. Moneysoft, founded in 2012 by former financial adviser Peter Malekas to help Australians take control of their finances, says their repaid ...|
|... generation system. In future, FinPal plans to integrate complementary technologies similar to its recent partnership with Moneysoft. "Supporting a vibrant ecosystem is a core philosophy. Connecting to other systems enhances the ability of our customers ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
Munro Partners is introducing a global equities strategy to Canadian retail investors, after raising $1.5 billion in Canada since January 2019.
IFM Investors and Regal backed Spitfire has appointed administrators, as it looks to restructure the group after a shareholder reneged on promised funding.
Melbourne's Warakirri Asset Management has launched new retail funds from its freshly-minted partnership with Northcape Capital.
Synchron's general manager of legal, risk and compliance Michael Jones has resigned, with a new appointment to lead the dealer group's compliance.
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