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. ...

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People & Products

The new technology integrations will improve the back-end operations across its myprosperity, Astute Wheel, Padua Sorrento, Moneysoft and Iress platforms. ...

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Tech

Publicly-listed platform provider Netwealth has continued to assert its leadership – this time in terms of digital wealth applications....

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Superannuation

Intrust Super has announced the launch of its new tool to help make retirement saving easier, SuperCents....

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Financial planning

Financial planners should use technology to position money management as a central component of financial advice, according to Moneysoft....

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People & Products

Centrepoint and Moneysoft partner to deliver money management and cashflow platform....

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People & Products

A partnership between Fortnum and Moneysoft will see the dealer group’s planners helping clients with a digital money management solution....

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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?...

2 months 2 weeks ago

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

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 5 days ago