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Showing 1 - 10 of 19 results for "Moneysoft"

Moneysoft acquired by MUFG Pension & Market Services

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2024
MUFG Pension & Market Services has acquired 100% of financial software Moneysoft, with plans to integrate the technology into its retirement product portfolio. Moneysoft has become part of the Retirement Solutions business at MUFG Pension & Market Services ...

Link names retirement, super product lead

JAMIE WILLIAMSON  |  THURSDAY, 30 NOV 2023
... product officer for Retirement and Superannuation Solutions (RSS), vacating his current position of chief executive of Moneysoft, part of Link Group. Shaw will be responsible for the conception, development and go-to-market strategy for products and ...

Link moves to streamline super fund advice

ELIZABETH MCARTHUR  |  THURSDAY, 27 MAY 2021
... financial advice for superannuation fund members. Link will combine its services with personal financial management tool Moneysoft for a new offering will be available to all super funds that are Link Advice clients and is called the Link Advice Digital ...

Super fund ventures into robo-advice

KARREN VERGARA  |  WEDNESDAY, 19 MAY 2021
... towards contribution." Link also announced that it partnered with personal financial management technology provider Moneysoft to streamline its advice offering for clients. The new service, Link Advice Digital Fact Find, will enable super funds to configure ...

Count Financial adds tech integrations

ALLY SELBY  |  THURSDAY, 2 APR 2020
... 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 ...

IOOF launches budgeting app

ELIZA BAVIN  |  WEDNESDAY, 9 OCT 2019
... be 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
... than 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 ...
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