Moneysoft boosts executive team
Financial technology firm, Moneysoft, is looking to strengthen its capabilities in the financial planning sector through four appointments in the sales and marketing division.
Moneysoft said it looked to place high priority on member engagement and relations moving forward, following investment from Link Group to support its growth strategy.
Former ipac employee, Miles Casbier and Indra Bhosale will join the sales team to work specifically across client relationship management. Bhosale formerly held positions with Ascender HCM and Huawei.
Craig Fletcher has been appointed to head up process and delivery management, while Ann Cook had been appointed to the marketing to help drive growth across the company’s presence in the financial planning market.
Moneysoft managing director and founder, Peter Malekas, said the appointments were a vital part of the company’s redeveloped growth agenda.
“At a time when our business is experiencing significant growth, these key appointments allow us to bolster our overall service proposition for existing and new customers,” he said.
Recommended for you
After seven years at the company, Iress’ chief technology officer for wealth management APAC, Anthony Gerrits, has departed as the firm commences a search process to fill the role.
With advice firms thinking about scaling up in 2025, research has detailed the main avenues financial advisers say they have used for successful recruitment.
The board of Insignia Financial has reached a decision regarding the possible acquisition of the firm by US private equity giant Bain Capital.
Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses.