Empowering Financial Professionals, Clients and Consumers by simplifying money management, budgeting and cashflow.
Sydney
Joined September 2011
- Tweets413
- Following0
- Followers274
- Likes81
Moneysoft Australia retweeted
@Moneysoft launches new website to support super fund focus
australianfintech.com.au/mon… #fintech #australianfintech
Getting ready for this morning's webinar with @adele_j_martin about how advisers can make their cashflow & budgeting clients profitable. #financialadvice Last chance to register! bit.ly/2PwNxCg
Moneysoft Australia retweeted
Cash flow and budgeting technology can give you a more holistic view of your client's wealth, allowing you to deliver more effective advice. Peter Malekas of @moneysoft explains. ow.ly/Q6g930kULqi
Read what @adele_j_martin had to say about how innovation can help advisers scale their business, at last week's #AdviserInnovationSummit moneysoft.com.au/pay-technol…
#financialdvice #fintech
Moneysoft Australia retweeted
What a dynamic duo that was - @adele_j_martin and Peter were bouncing their ideas off one another so fluidly that the pair of them don't even seem to need our moderator @AleksVicko! #adviserinnovation
Speaking now is Samantha Clarke, Advice RegTech ifa.com.au/strategy/25589-ad…
Great to hear @adele_j_martin and @moneysoft Founder, Peter Malekas talk about how advisers can scale their business. Sign up for Adele's webinar here to learn more: moneysoft.com.au/successwebi… #adviserinnovation #financialadvice #advicetech
Moneysoft Australia retweeted
@Moneysoft calls on #financialplanners to help clients understand their expenditure following #RoyalCommission revelations
australianfintech.com.au/mon… #australianfintech #fintech #financialplanning
Great insights about how technology is changing advice from #adviserinnovation xitter.cf/netwealthInvest/status…
Advisers recognise the importance of #AdviceTech with 62.62% saying that it has had the greatest impact on client communication and engagement. #adviserinnovation
"Im really passionate about helping advisers with Cash flow as a Service" @adele_j_martin talks about helpful strategies adviser can use to innovate. Sign up to her upcoming webinar: moneysoft.com.au/successwebi… #adviserinnovate
Excited to kick off @adviserinnovate summit today in Melb, with the innovator & adviser Q&A session with @moneysoft and @adele_j_martin
Moneysoft Australia retweeted
“My adviser was there for the turning points in my life” - it’s not about the investment it’s about the relationship! Well said Santi Burridge #ImplementedPortfolio @Naomi_Midwinter – at Sydney, New South Wales
Australians’ household debt to income ratio now stands at a record 188.6 per cent. Without the guidance of a trusted financial planner, many people’s debt woes are likely to grow. @IFA_AU bit.ly/2IQpvDp
Moneysoft Australia retweeted
Ease of use powers the take-up of @Moneysoft's Moneysoft Lite #cashflow solution australianfintech.com.au/eas… #fintech #australianfintech #personalfinancial #cashflowmanagement
Budgeting and cashflow planning or money management offerings may be the most undervalued offering a planner can deliver to their clients bit.ly/2JOOgMW
Moneysoft Australia retweeted
@Moneysoft makes #clientengagement more compelling with its new user interface australianfintech.com.au/mon… #fintech #australianfintech @Invest_fit @Xeppo_au @BillButlerAU
Moneysoft Australia retweeted
.@MicrosoftAU-backed FinPal has launched a second version of its software to incorporate integrations with @moneysoft and @invest_fit ow.ly/VP4230iM5Wq
