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

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

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 22 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 13 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago