Moneysoft PFM
by Moneysoft · Wealth and investment platforms · Sydney, NSW, Australia
Cash flow, budgeting and wealth portal for advice clients.
What Moneysoft PFM is used for
- Automate cash flow tracking and budgeting
- Evaluate client financial position ongoing
- Pre-populate client data from compliance tools
- Set goals and track client progress
Who Moneysoft PFM is for
- Brokers
- Wealth and investment managers
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 Round Ups: Micro-investing contributions product for super funds.
- White-label and API: Embedded PFM and aggregation for enterprises.
- Adviser client portal: Digital onboarding, fact-find and ongoing servicing for advice practices
- Digital Fact Find: Online fact-find that feeds advice software
More in this category: Wealth management and investment platforms.
Weighing up Moneysoft PFM? Create a free procurement account to run the question as a procurement: Moneysoft and the alternatives answer your requirements side by side, on the same terms.
Built by Vederca from public sources, last updated 2026-10-18.