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.
| 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 |