Fin365 Updates & Industry News

FinPal’s Financial Planning Software to integrate real-time client data from Moneysoft

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FinPal and Moneysoft aim to streamline the advice process by delivering real-time client data directly to an adviser’s financial planning software system.

Moneysoft’s suite of cloud based technology solutions help financial professionals and their clients to improve overall financial capability.

According to FinPal’s CEO, Stephen Handley, “Historically, the inability to accurately monitor cash flow, and accounts not managed by the adviser, has made it difficult to truly know your client. Connecting Moneysoft’s client facing platform with FinPal’s financial planning software will strengthen the partnership between advisers and their clients.”

“Having a real-time view of their clients’ financial situation will enable advisers to be more proactive and more efficient in the delivery of advice. The data we receive from Moneysoft will automatically flow to all parts of our system, including the client portal, financial modelling and document generation.”

FinPal’s financial planning software uses a customised version of Microsoft’s Dynamics CRM as its foundation and then extends the functionality of the core CRM through a collection of cloud based apps and integration with other systems.

Jon Shaw, Moneysoft’s head of technology and commercial operations, said integration with FinPal was a logical step. “One of the key benefits of our solution is increased efficiency. Delivering our data directly into advisers’ financial planning software increases their potential efficiency gains even further. FinPal shares our vision of enhancing value through partnership, and the open architecture philosophy of both systems means we can integrate quickly.”

Moneysoft’s and FinPal’s development teams have already commenced work and expect to release the initial integration within a few months.

Release Info

For further information or to arrange an interview with Stephen Handley, please contact:

E: [email protected]

P: 0458 224 427

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