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Financial planning
Midwinter Financial Services has announced an integration with client engagement software provider, Moneysoft. ...
People & Products
The new technology integrations will improve the back-end operations across its myprosperity, Astute Wheel, Padua Sorrento, Moneysoft and Iress platforms. ...
Tech
Publicly-listed platform provider Netwealth has continued to assert its leadership – this time in terms of digital wealth applications....
Superannuation
Intrust Super has announced the launch of its new tool to help make retirement saving easier, SuperCents....
Financial planning
Financial planners should use technology to position money management as a central component of financial advice, according to Moneysoft....
People & Products
Centrepoint and Moneysoft partner to deliver money management and cashflow platform....
People & Products
A partnership between Fortnum and Moneysoft will see the dealer group’s planners helping clients with a digital money management solution....
Financial planning
Australian financial technology company, Moneysoft, has announced four appointments to strengthen its capabilities....
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...