Positive
Reviews above 3.0 stars
Negative
Reviews below 3.0 stars
Average
Average of all reviews
Reviews
Total number of reviews
Reviewer opinions
Overview
Moneysoft helps individuals to assess their financial health and achieve their financial goals. Our solutions improve financial capability for everyday Australians. Connecting bank, investment, mortgage and other accounts from multiple providers, Moneysoft presents an individual’s net wealth in an intuitive dashboard, supported with tools that automate savings, budgeting, cash flow and help track goals. While individuals can use Moneysoft directly, its core proposition is to strengthen adviser and client relationships by lifting the quality of the advice a financial adviser provides. Moneysoft aims to makes advice accessible for many Australians for whom it would have previously been out of reach.
Reviews
4.6
out of 5 starsBret
25-35 years old"Awesome piece of software which I use for both my own personal accounts and management of my clients cash flow and budgeting programs. Extremely easy to use interface for both client and adviser. I've found the reporting aspect of it the most useful and has been instrumental in lifting client engagement in their own success, as well as adding to our short / medium term value offer."
20 November 2019Scott
36-45 years old"Moneysoft has proven really valuable to communicate with clients, particularly with their cashflow, budgeting and investment position. It's helped clients better understand and appreciate my financial advice. "
20 November 2019Benjamin
36-45 years old"Moneysoft and especially the reporting is an extremely powerful tool to use with clients to help give them an understanding of their finances and financial behaviors. It has also become central in our review discussions to show clients how their balance sheet changed over the year and how they got from point A to point B. "
20 November 2019Paul
46-55 years old"We use it heavily in our practice for tracking clients cashflow. We've been doing cashflow for about 10years now and this is most probably the closest program to getting cashflow, budgeting and goals tracking accurate and on the money - no pun intended. Always evolving and developing features that really benefit advice businesses, and where the features are specific to our business they've built a few extra custom white labelled reports for us. Definitely a business tool not just for client cash flow but more and more as the one stop client portal. "
20 November 2019Chris
36-45 years old"My experience with Moneysoft has been great. It is very intuitive and addresses all of the key areas of wealth management and then some. The productivity gains are obvious. An exceptional program well suited to wealth management professionals and investors. "
21 November 2019Deborah
56-65 years old"Our organisation has been partnered with Moneysoft for some years now. Over that time, with Moneysoft, we have customised elements specific to our clients needs. This has been very well received by the clients and easy to use for both clients and our advisers. Using Moneysoft enables both advisers and clients to have a better understanding of the clients situation in real time. We would highly recommend Moneysoft to any adviser looking to streamline their advice process."
21 November 2019Caitlin
25-35 years old"Moneysoft fit our business model really well and the team were adaptable to make a few slight adjustments that we needed. We have built a number of custom reports and the team have a great understanding of our needs and were very easy to engage with. "
21 November 2019Jonathan
36-45 years old"I run a Cashflow business "Easybudget". I have found Moneysoft to be reliable and their service staff to be friendly and very helpful. The software itself is excellent, real time tracking and their visual charts and displays have proven to be a hit with my clients. Moneysoft is easy to navigate with helpful editing options for managing clients accounts. I would recommend Moneysoft to anyone looking manage their finances at a high level. "
25 November 2019Mim
25-35 years old"We are sill new to Moneysoft and getting to know all the features but whenever we have any questions or require assistance, the support staff are extremely efficient and helpful! "
27 November 2019Rebecca
36-45 years old"We have been using Moneysoft in our business for a few years now and it has proven to be a valuable tool in managing cashflow for our clients. "
02 December 2019Du
46-55 years old"I found the Personal Financial Manager really helpful is getting my spending under control. I have accounts with three financial institutions so being able to see them all in one place is a big advantage. I've just set some goals and savings target so hopefully it helps me to be accountable. "
17 December 2019Josh
25-35 years old"Moneysoft is a very powerful tool that has been instrumental in allowing our team to provide great service and value to our customers. The support has been fantastic, and we have found the open API extremely useful for reporting and integrations within our business."
22 January 2020Patricia
25-35 years old"We use Moneysoft with most of our clients and are an advocate of the product. It is really important to have accurate data and up-to-date balances and Moneysoft makes this easy dor us and clients to access. We highly recommend Moneysoft!"
04 February 2020Jonathan
25-35 years old"Arguably the most robust, sophisticated cashflow management tool available today. Customer support is excellent, particularly their white-label customisation and support which was executed efficiently and painlessly by the Moneysoft team. Definitely recommended both for personal users and financial advisers looking to incorporate a cashflow management offering into their business model."
27 March 2020Libby
46-55 years old"The program its self very good. We have many success stories of clients who were spending beyond their means however with the use of Moneysoft are now taking control with the ability to plan financially for their future. The Moneysoft support team are fantastic. "
20 October 2021Ian
36-45 years old"Great piece of software. Moneysoft has the ability to show clients their true surplus. It easily identifies what comes into the clients bank accounts, what goes out and their actual surplus. When clients see this figure it is very rewarding, and for most it's the first time ever they know where their cashflow is at. From here the conversation can go two ways, do we need to reduce spending and increase the surplus? Where are we going to put the surplus? Fantastic tool which I have been using for 5 years now and great service team whenever I have had questions. "
04 November 2021Videos
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Key information
- Category
- Budgeting
- Managing Cashflow
- Saving
- Life stage
- Starting Out
- Mid-Career
- Established
- Retiring
- Winding Down
- Financial plan produced?
- Not Applicable
- Fee structure
- Subscription
- Is there a free trial?
- 1 month
- Customer support
- Phone
- Date founded
- 2012
- Company website
- Visit site
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