MoneyBrilliant has provided budgeting and cashflow management services for several years. More recently they have added bill management, bill optimisation, people like me benchmarking and advice software integration.
| End User | Advisers and Clients |
| Advice Process Steps | Goals Assessment Review |
| Benefits | Process efficiency Engagement Uplift Time saving Cost Reductions Compliance |
| Cost per user per annum | Under $499 |
| Time saving per client | More than 3 hours per client |
| Cost saving per client | $501-$1000 |
| Integration | COIN and PractiFi |
| Website embedding | Yes |
| White labelled | Yes |
| System prerequisite | Browser and apps available for iOS and Android |
| Single sign on | No |
| Data storage | Amazon Web Services Storage Sydney Australia |
| Privacy standards | Australian Privacy Law |
| Limits on use | No user or client restrictions |
| Disaster recovery and business continuity plans | Yes |
| AFSL approval | Various but not disclosed |