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Elevate your client service with
unparalleled insight

Moneytor for Professionals enables you to collaborate closely
with your clients on their financial journey.

Professional and Couples using Moneytor App

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.

Coming Soon

Estate Planning

Get a comprehensive view of client assets, accounts, and financial obligations to create thorough and effective estate plans.

Got Questions? We've Got Answers! 🙌

Things you might be wondering about

Ready to transform your client relationships?

Join Moneytor for Professionals and start delivering exceptional financial guidance today.

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Moneytor gives you the data and insights to make informed financial decisions. We provide the "what" and "when" - showing you spending patterns, trends, and opportunities. For the "should I" questions specific to your situation, we recommend connecting with a qualified financial advisor who can provide personalised guidance.