Fortnum partners with Moneysoft

5 July 2017
| By Staff |
image
image
expand image

Fortnum Financial Advisers has entered into a new partnership with financial services technology provider, Moneysoft.

The arrangement will see Moneysoft providing its digital money management solution to Fortnum’s planners under a co-branded Moneysoft tool.

Commenting on the move, Fortnum’s Practice Technology Manager, Cassandra Mackay said the Moneysoft tool would help advisers engage their clients in budgeting and cash flow.

Moneysoft Pro and Lite are both cloud-based digital solutions offered by the company, to help clients manage their cash flow and establish healthy financial habits.

“We believe Moneysoft empowers our advisers with meaningful personal data and the software is a strong step towards supporting our practices with tools that engage clients, earlier in their overall financial journey,” Mackay said.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 1 week ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 5 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

18 hours ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

3 weeks 3 days ago