Moneysoft automates client service processes for efficient, lower-cost, highly-engaging advice solutions. Delivered as a client portal solution, integrating clients’ household financial information such as properties, investments, loans, credit cards and bank cash flow. The integrated, combined technologies improve client data sets, advice productivity and delivery efficiency.
Moneysoft’s leading technology is used by practices and licensees either as off-the shelf connected SaaS products or through deeper connections of data flow to their tech stack, helping to solve common advice industry pain points, such as:
Engaging under-compliant and under-serviced clients at a lower cost
Driving efficiencies and service streams with technology
Digital entry, scaled advice and broader service staged approach
Progressive touch points with technology to improve available data for better advice outcomes
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