Moneysoft partners with Mortgage Choice
Mortgage Choice is honing in on accessibility to transparent advice by launching a new financial planning tool in conjunction with Australian fintech firm, Moneysoft.
Mortgage Choice Financial Planning would offer the tool, MoneyTrack, as part of its cash flow coaching service to assist its advisers with the provision of affordable and transparent advice.
“[It] will provide a robust basis for the advice we currently provide to help manage their cash flow,” Mortgage Choice Financial Planning general manager, Tania Milnes said.
“It gives clients an easy to understand tool that provides a clear picture of their spending and saving habits and helps steer the conversation around achieving their financial goals.”
The partnership would also provide potential for Moneysoft to support any further automation of processes and systems required in the Mortgage Choice Financial Planning system.
AUTHOR
Hope William-Smith
Recommended for you
Money Management examines the share price of financial advice licensees over one year to 31 March, with M&A actions in the final quarter having a positive effect for two licensees.
A $3.5 million settlement for victims of Melissa Caddick has been approved by the Federal Court following an initial agreement last December.
The Reserve Bank of Australia has delivered its first rate decision since the introduction of a new board structure last month.
Digital advice provider Otivo has launched an interactive tool, powered by artificial intelligence and Otivo’s own advice engine, to help answer client questions.
