Moneysoft
Curated by SignalFinancial planning platform enabling individuals to manage personal finances effectively.
Overview
Moneysoft is a company that focuses on financial planning solutions for individuals. It offers a range of tools aimed at improving personal finance management. The platform consolidates financial data, allowing users to obtain a detailed overview of their financial situation. Its main products include Xplan Portfolio, Xplan CRM, Xplan Modelling, and Midwinter AdviceOS, which support activities such as goal setting, budgeting, investment strategies, and risk management. Moneysoft serves individuals, financial planners, and businesses, addressing the demand for enhanced financial well-being and operational efficiency. The company provides scenario analysis tools and customizable financial plans to assist users in making informed financial decisions.
Key facts
- Founded
- 2011
- Headquarters
- Sydney, Australia
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 8 products and services
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- Commercial model
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Contact
- Primary office
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