Elevate your client service with
unparalleled insights
Moneytor for Professionals enables you to collaborate closely
with your clients on their financial journey.
Tools for Pro's of all Kinds
Specialised features designed to help every type of financial professional better serve their clients.
Financial Advisors
Access client portfolios, spending habits, and financial goals to provide comprehensive advice tailored to each client's unique situation.
Money Coaches
Help clients develop better financial habits with real-time visibility into spending behaviours and progress toward established goals.
Tax Agents
Effortlessly access categorised transaction data and reports to streamline tax preparation and maximise deductions for clients.
Estate Planning
Get a comprehensive view of client assets, accounts, and financial obligations to create thorough and effective estate plans.
Frequently asked questions
- How do I request access to my client's financial data?
- Clients can invite you to their household with specific access levels. Once invited, you'll receive an email to create an account or link to your existing Moneytor professional account.
- What level of access will I have to my client's finances?
- Access levels are determined by your client. They can grant you viewer access to see their financial information without making changes, or contributor access to help manage their finances more actively.
- How is client financial data kept secure?
- Moneytor employs bank-level encryption, secure authentication protocols, and strict access controls. We follow financial industry best practices for data protection and comply with relevant regulations.
- Can I manage multiple clients from a single dashboard?
- Yes! You can easily switch between clients, view household summaries, and manage your entire client base efficiently from one centralised interface.
- Do you provide special pricing for professionals wanting subscriptions for their clients?
- Yes, we offer tailored packages for financial professionals who want to provide Moneytor as a value-added service to their clients. Our bulk discounts scale with the number of clients you support, making it an affordable addition to your professional toolbox.
Ready to transform your client relationships?
Join Moneytor for Professionals and start delivering exceptional financial guidance today.