Fortnum partners with Moneysoft
Fortnum Financial Advisers has entered into a new partnership with financial services technology provider, Moneysoft.
The arrangement will see Moneysoft providing its digital money management solution to Fortnum’s planners under a co-branded Moneysoft tool.
Commenting on the move, Fortnum’s Practice Technology Manager, Cassandra Mackay said the Moneysoft tool would help advisers engage their clients in budgeting and cash flow.
Moneysoft Pro and Lite are both cloud-based digital solutions offered by the company, to help clients manage their cash flow and establish healthy financial habits.
“We believe Moneysoft empowers our advisers with meaningful personal data and the software is a strong step towards supporting our practices with tools that engage clients, earlier in their overall financial journey,” Mackay said.
AUTHOR
Staff Writer
Recommended for you
Financial advice platform Otivo has made an experienced appointment from the US as its head of product strategy.
Apostle Funds Management has appointed the newly created position of director, head of wholesale as the firm expands its Australian footprint in the wholesale sector.
Recruitment manager Robert Half has shared the most in-demand roles in financial services that firms are finding difficult to fill, driven by ASIC’s growing focus on risk and compliance.
ASIC chief executive, Warren Day, is among senior executives to depart the corporate regulator amid changes to its leadership team.
