Moneysoft

Assists advisers in introducing a Cashflow as a Service proposition to clients – existing and new.

It provides advisers and clients with a ‘stepping-stone’, into a range of cashflow service offerings, allowing advisers, to quickly and cost-effectively generate client interest in cashflow service offerings, and then rapidly assessing a client’s appetite to engage in full-priced ongoing services.

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End User Consumers and Advisers
Advice Process Steps Scope
Goal
Identification
Assessing
Implementing
Review
Benefits Process efficiency
Engagement uplift
Time savings
Cost to serve reductions
Compliance benefits.
Cost per user per annum $499
Time saving per client More than 3 hours
Cost saving per client $501-$1000
Integration Xplan, Prospera, Xeppo, FCA
Website embedding Yes
White labelled Yes
System prerequisite No
Single sign on Yes
Data storage Secure data centre in Australia, full PCI compliance and ISO 27001 certification
Privacy standards Privacy Act APP 2016 – regularly reviewed Data Anonymity Standards
Limits on use No
Disaster recovery and business continuity plans Yes
AFSL approval RI Advice Financial Services Partners ClearView Matrix Millennium3 WB Financial Mortgage Choice Integrity Financial Pareto Group Fortnum Financial Planning Wealth Today Centrepoint Alliance Link Advice ManagedAccounts.com.au