MONEYSOFT
Financial planning
Global retirement administration business MUFG Pension and Market Services has fully acquired Moneysoft, an Australian digital solutions provider for financial advisers....
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....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...