Midwinter Financial Services has announced an integration with client engagement software provider, Moneysoft. ...
The new technology integrations will improve the back-end operations across its myprosperity, Astute Wheel, Padua Sorrento, Moneysoft and Iress platforms. ...
Publicly-listed platform provider Netwealth has continued to assert its leadership – this time in terms of digital wealth applications....
Intrust Super has announced the launch of its new tool to help make retirement saving easier, SuperCents....
Financial planners should use technology to position money management as a central component of financial advice, according to Moneysoft....
Centrepoint and Moneysoft partner to deliver money management and cashflow platform....
A partnership between Fortnum and Moneysoft will see the dealer group’s planners helping clients with a digital money management solution....
Australian financial technology company, Moneysoft, has announced four appointments to strengthen its capabilities....
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...