Moneysoft’s heritage lies within the financial services industry, supporting strong financial advice.

We firmly believe that cash flow is the foundation of saving and investing. Our solutions are built upon this principal.

Moneysoft was founded in 2012 with a clear vision; to empower all Australians to take more control of their finances, in particular, their cash flow.

Articles & Research

22 April 2024

It’s time to go beyond the surface with Open Banking

As financial services, in general, become more fragmented and competitive, the quest for differentiation has led forward-thinking advisers to take a more…

Jonathan Shaw
Chief Executive Officer at Moneysoft

12 March 2024

Is Open Banking a fleeting fad or a genuine game-changer?

Technology evolves at lightning speed, so distinguishing between fleeting fads and genuine game-changers in the financial sector has never been more critical.…

Jonathan Shaw
Chief Executive Officer at Moneysoft

19 December 2023

Are you ready to turn Open Banking into a competitive advantage?

In the evolving landscape of the financial sector, the emergence of open banking practices has become a game-changer. Financial advisers, in particular, find…

Jonathan Shaw
Chief Executive Officer at Moneysoft

Articles & Research

A special production

Ahead of the Curve – An adviser’s Guide to Open Banking

Brought to you by MoneySoft How embracing Open Banking can create competitive advantage and innovation in an advice business.

Browse more corporate members

LivePreso

We empower enterprise teams with the content and the platform to radically improve the quality and effectiveness of …

Sharesight

Located in Wellington and Sydney, our team hails from all corners of the world. We believe that a …

Paradino

Paradino is an AI note taker that summarises any internal or external meetings into a template of your …

Allan Gray

At Allan Gray, our highly focused investment approach lets us keep things simple, including offering our investors a …

MoneyGPS

moneyGPS is owned by Fiduciary: An Australian fintech created by two industry execs that brings the best of …

Fintalkr

FinTalkr™ is a Conversational AI-driven platform to help financial service advisors dramatically increase their productivity; giving them more …