Moneysoft

Moneysoft’s Advice eco-system integrations now include iRESS XPLAN, Practifi, Salesforce.com, Finpal and Midwinter2. Further their lLarning Management integrations include Teachable3. Client profile & service configuration have been updated as has their Micro-investing expansion to allow a “Round-Ups” service for clients.

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End User Consumers and Advisers
Advice Process Steps Scoping of advice
Goal Identification
Assessing finances
Review
Benefits Straight through processing / analytics and insights
Process efficiency
Engagement uplift
Time saving
Cost to serve reductions
Compliance benefit
Cost per user per annum $499
Time saving per client Over 10 hours per client
Cost saving per client $501-$1000
Integration Finpal, XPlan, Midwinter
Website embedding Yes
White labelled Yes
System prerequisite No
Single sign on Yes
Data storage In Bendigo, Australia eMail address, Name, Account transaction data
Privacy standards Please read our full privacy statement
Limits on use No
Disaster recovery and business continuity plans Yes
AFSL approval Current partnerships include Fortnum Financial Advisers, InterPrac, Clearview, RI Advice, WB Financial, Millenium3, Financial Services Partners and Centrepoint Alliance as well as broker Mortgage Choice and life insurance specialists AIA Australia

 



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