Search ResultsShowing 1 - 10 of 14 results for "Moneysoft"
IOOF launches budgeting app
ELIZA BAVIN  |  WEDNESDAY, 9 OCT 2019
... 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 ...
Intrust launches micro-saving app
KARREN VERGARA  |  TUESDAY, 11 JUN 2019
... 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 ...
Aussies want budget help: MoneySoft
HARRISON WORLEY  |  TUESDAY, 15 JAN 2019
... 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 ...
MGP partners with fintech for adviser solution
ALEX BURKE  |  TUESDAY, 13 FEB 2018
... 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 ...
Fintech expands with eight new appointments
EMMA RAPAPORT  |  THURSDAY, 23 NOV 2017
... 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 ...
FinPal integrates broking capabilities
JAMIE WILLIAMSON  |  MONDAY, 6 NOV 2017
... 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 ...
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 ...
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