SEARCH
MoneySoft partners with goal-based advice tool
MoneySoft partners with goal-based advice tool
Automated financial management tool Moneysoft has announced an integration with FinCoach, a new goals-based advice tool, to help advisers streamline engagement with accumulator clients.
Financial coaching software FinCoach's co-founder Shaun Frost announced the platform's integration with MoneySoft to improve time and efficiency for advisers dealing in the accumulation space.
"Essentially, our programs now talk to each other and we can very easily and simply outline the impact a client's expenditure patterns have had on their individual debt reduction and wealth creation plan," Mr Frost said.
Head of product at FinCoach Christian Payne added that the new integration would allow advisers to scale.
"Previously, the adviser would have to ring the client to chase information in what was a very manual process. Now, advisers using FinCoach in the accumulation market will have the ability to service 30, 40, 50-plus accumulator clients using the automation that MoneySoft provides," Mr Payne said.
"This is going to make it a lot easier for advisers to drive better conversations with clients around their goals and help clients achieve a greater level of financial literacy."
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
- Cyber Daily
- Defence Connect
- Fintech Business
- HR Leader
- Independent Financial Adviser
- Investment Center
- Investor Daily
- Lawyers Weekly
- Money Management
- Mortgage Business
- Nestegg
- Property Buzz
- Real Estate Business
- Smart Property Investment
- SMSF Adviser
- Space Connect
- Super Review
- The Adviser
- Wellness Daily
- Which Investment Property
- 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
- 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
- Mortgage Business Awards
- 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
- The Adviser Podcast Network
- Australian Aviation Podcast Network
- Defence Connect Podcast Network
- HR Leader Podcast Network
- The ifa Show
- The Lawyers Weekly Show
- Mortgage Business Podcast Network
- REB Podcast Network
- Relative Return
- The Smart Property Investment Show
- Space Connect Podcast
PODCASTS
LEARNING AND EDUCATION
MOMENTUM MARKETS NETWORK
LINKS
STAY CONNECTED
Subscribe to the Adviser Innovation eNewsletter.
