Moneysoft — a revamped version of a leading PMF tool — will be launched for financial advisers, mortgage brokers and superannuation funds next quarter.
Moneysoft Lite has been developed to support advisers who are implementing cashflow management systems by providing client engagement tools.
Moneysoft head of operations, Jon Shaw, said that the development of Moneysoft Lite would include new and enhanced functionality available in the flagship cloud-based Moneysoft solution.
Set to include an intuitive interface to guide users, automated account balances, bespoke report delivery and share data control, the PMF will customise how clients can benefit from cashflow-based advice.
“Moneysoft Lite will help advisers capitalise on the mounting interest in saving, budgeting and cash flow management while lifting client engagement and satisfaction,” he said.
“The platform’s features and functionality have increased significantly to reflect the growing needs and demands of advisers and their clients, who are now reaping the benefits of implementing a disciplined cash flow management strategy.”
“By making Moneysoft accessible to a wider number of advisers, and making it easier for them to get clients actively involved in budgeting and cash flow management a lot earlier in the advice process, they can deliver advice that’s not related to a financial product and truly maximise the probability of clients achieving their short, medium and long-term goals.”
