As part of the Together Australia initiative, Moneysoft is offering a 60 day personal trial.
Our solutions improve financial capability for everyday Australians. Connecting bank, investment, mortgage and other accounts from multiple providers, Moneysoft presents an individual’s net wealth in an intuitive dashboard, supported with tools that automate savings, budgeting, cash flow and help track goals. While individuals can use Moneysoft directly, its core proposition is to strengthen adviser and client relationships by lifting the quality of the advice a financial adviser provides. Moneysoft aims to makes advice accessible for many Australians for whom it would have previously been out of reach.