MoneyFinder Pro
One Opportunity Intelligence platform for professionals.
MoneyFinder Pro gives accounting firms, mortgage brokers and financial advisers one shared way to run source-backed client Opportunity Reviews, with profession-specific framing on top of the same trusted MoneyFinder engine.
Profession-aware, one platform
Choose the workflow framing that fits your client conversations.
Each profession uses the same opportunity database, matching engine and source governance. Only the presentation, report framing and recommended next steps change.
Accounting Firms
Client Opportunity Review
Turn scattered rebate and concession questions into a structured review that highlights potential opportunities worth checking.
View accounting firmsMortgage Brokers
Home Ownership Opportunity Review
Structure the discovery of grants, concessions and household support that may affect a client's home ownership pathway.
View mortgage brokersFinancial Advisers
Financial Opportunity Review
Identify potential government opportunities that may be worth discussing in a client's broader financial picture.
View financial advisers