SEARCH
Moneysoft releases goals-based advice resources
Moneysoft releases goals-based advice resources
Financial services software provider Moneysoft has announced the launch of a new toolkit, which it says will help investors introduce clients to goals-based budgeting and cash flow management services
Moneysoft said in a statement that its business processes toolkit was developed in conjunction with advisers and contains a series of eBooks, video tutorials, blogs and client-facing brochures and templates.
The toolkit provides a complete, step-by-step guide on how to build and deliver a relevant goals-based, money management proposition, as well as showing advisers how to grow and diversify practice revenue and achieve deeper client engagement through 'cash flow as a service', the statement said.
Moneysoft managing director Peter Malekas said the ready availability of cloud-based Software as a Services (SaaS) solutions meant advisers had affordable access to world-class tools.
But he also said many advisers don't know how to go about utilising the software and integrating it into their processes.
"It's one thing to have the technology to support a highly automated goals-based savings, budgeting and cashflow management proposition, but if advisers don't know how to get the most out of it or how to develop and market their services the whole exercise can be frustrating and fruitless," Mr Malekas said.
"This led us to put together an end-to-end package on how to integrate Moneysoft into their practices, how to articulate and demonstrate the benefits of cashflow management, how to build their service offering and how to price it for new and existing clients."
Subscribe to our Newsletter
We Translate Complicated Financial Jargon Into Easy-To-Understand Information For Australians
Your email address will be shared with nestegg and subject to our Privacy Policy
latest articles
OUR PLATFORMS AND BRANDS
- Accountants Daily
- Accounting Times
- Adviser Innovation
- Australian Aviation
- Broker Daily
- Cyber Daily
- Defence Connect
- Fintech Business
- HR Leader
- Independent Financial Adviser
- Investment Centre
- Investor Daily
- Lawyers Weekly
- Money Management
- Nestegg
- Property Buzz
- Real Estate Business
- Smart Property Investment
- SMSF Adviser
- Space Connect
- Super Review
- The Adviser
- Wellness Daily
- World of Aviation
EVENTS AND SUMMITS
- Accountants Daily 30 Under 30 Awards
- Adviser Innovation Summit
- Australian Accounting Awards
- Australian Aviation Awards
- Australian Broking Awards
- Australian Defence Industry Awards
- Australian Law Awards
- Australian Space Awards
- Australian Space Summit
- Better Business Summit & Awards
- Broker Daily Business Awards
- Corporate Counsel Summit & Awards
- Cyber Security Summit & Awards
- Defence Connect Budget Lunch
- Defence Connect DSR Summit
- Fund Manager of the Year Awards
- ifa Excellence Awards
- ifa Future Forum
- Investor Daily ESG Summit
- Lawyers Weekly 30 Under 30 Awards
- Lawyers Weekly Women in Law Forum
- New Broker Academy
- Partner of the Year Awards
- REB Awards
- Reinnovate
- SME Broker Bootcamp
- SMSF Adviser Technical Day
- Super Fund of the Year Awards
- Women in Finance Awards
- Women in Law Awards
- Accountants Daily Podcast Network
- Australian Aviation Podcast Network
- Broker Daily Podcast Network
- Defence Connect Podcast Network
- HR Leader Podcast Network
- REB Podcast Network
- Relative Return
- Space Connect Podcast
- The Adviser Podcast Network
- The ifa Show
- The Lawyers Weekly Show
- The Smart Property Investment Show
PODCASTS
LEARNING AND EDUCATION
MOMENTUM MARKETS NETWORK
LINKS
STAY CONNECTED
Subscribe to the Adviser Innovation eNewsletter.
