Financial Advice

Cash Flow Management

Money management tools to set your services apart

Advisers who are able to offer their clients cash flow management services - including budgeting, saving and goal-tracking services, realise that it is becoming an increasingly important part of a client’s financial journey.

Moneysoft Pro

Through our partnership with Moneysoft - a market leading money management solution - Centrepoint advisers are able to:

  • Increase client revenue
  • Improve client engagement
  • Improve efficiency
  • Acquire new clients
  • Scale their advice

Here's a recent analysis of leading cash flow management technology solutions, highlighting why we chose to partner with Moneysoft.

What does Moneysoft include?
Exclusive to the Centrepoint Alliance community, Moneysoft is offering a 30-day free trial, where you will receive access to both Moneysoft Lite and Moneysoft Pro.

Moneysoft Lite is an engaging and simple financial well-being solution with health check capability, which supports new client acquisition and provides a stepping-stone into full money management service.

Moneysoft Pro is a full-service money management and cash flow platform that enables complete ongoing financial money management services to be offered to your clients.

Many advisers that use Moneysoft enjoy the flexibility of using both solutions as they move clients through their financial journey.

Centrepoint advisers can register for a free 30 day trial.

Enquire today!