Licensee Solutions

Cash flow management

Money management tools for advice clients

Centrepoint Alliance partners with Moneysoft to provide market leading cash flow solutions for financial advisers, equipping them with tools that enable efficient cash flow, budgeting, saving and goal-tracking service, which supports their clients at every stage of their financial journey.

Built with both the adviser and end-user experience in mind, Moneysoft’s solutions fully support the trusted adviser-to-client relationship, enabling smarter and more accurate financial decisions to be made and promoting shared responsibility toward achieving client’s financial goals.

Moneysoft solutions

As part of the Centrepoint Alliance community, you will receive access to the following Moneysoft products:

  • Moneysoft Lite - 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 - A full service money management and cash flow platform, that enables complete ongoing financial money management services to be offered to your clients.

If you’d like to discuss how Moneysoft can benefit your financial planning firm, click on the Join Us button below to contact one of our Business Consultants for more information.

Enquire today!