Moneysoft enters new partnership with Mortgage Choice


By

April 11, 2017

Moneysoft’s advice technology will power a new Mortgage Choice Financial Planning tool
aimed at bolstering clients’ money management skills and helping them reach their financial
goals.
Mortgage Choice Financial Planning will offer the tool under the name of MoneyTrack as a
part of their cash flow coaching service.
Tania Milnes, general manager of Mortgage Choice Financial Planning, said the new tool will
help its national network of advisers to enhance the affordable and transparent advice they
provide to clients.
“The introduction of MoneyTrack will provide a robust basis for the advice we currently
provide to help manage their cash flow,” she said. “It gives clients an easy to understand tool
that provides a clear picture of their spending and saving habits and helps steer the
conversation around achieving their financial goals.”
Moneysoft’s head of technology and commercial operations, Jon Shaw, said that the platform
would also provide an efficiency boost for advisers.
“Our technology features straight-through processing which cuts down on manual data entry,
delivering time savings to advisers while also enabling them to develop a greater
understanding of their clients’ individual financial circumstances,” he said.
“We have a full suite of resources to support the offer and help advisers adopt this
innovation seamlessly as part of their core business.”
The introduction of MoneyTrack builds on the established reputation Mortgage Choice has
developed as a transparent and accessible provider of financial solutions to everyday
Australians.
The partnership also offers the potential for Moneysoft to support Mortgage Choice Financial
Planning in further automation of the systems that underpin its advice.
“Moneysoft forms part of an integrated solution for an automated financial advice process,”
Shaw said. “We’re very excited at the prospect of helping Mortgage Choice realise the full
potential of our technology platform.”
The new partnership with Mortgage Choice extends Moneysoft’s customer base of financial
advisory and dealer groups to a total of 10.

SOURCE: Moneysoft


Cut & Paste conveys information received directly from the organisations concerned. Statements and releases published here have been selected for their relevance to the financial planning profession. They are generally unedited, and the views expressed do not necessarily reflect those of Professional Planner.


Have your say

Will the measures announced in the budget affect your clients?
Vote Now