Adviser client portal
by Moneysoft · Wealth and investment platforms · Sydney, NSW, Australia
Digital onboarding, fact-find and ongoing servicing for advice practices
About Moneysoft
Personal financial management software that aggregates account data via open banking, plus Round Ups micro-investing for super funds.
Moneysoft in the vendor registry: its products, features and similar vendors.
Also by Moneysoft
- Moneysoft PFM: Cash flow, budgeting and wealth portal for advice clients.
- Moneysoft Round Ups: Micro-investing contributions product for super funds.
- White-label and API: Embedded PFM and aggregation for enterprises.
- Digital Fact Find: Online fact-find that feeds advice software
More in this category: Wealth management and investment platforms.
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Built by Vederca from public sources, last updated 2026-10-18.