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

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 days 21 hours ago