Four steps from partnership to impact

Partner with moneymood

Get in touch with our team. We will walk you through the platform, answer your questions, and configure a branded instance of moneymood for your organisation. The entire setup process is handled by us.

No cost, no obligation, no contract lock-in
Co-branded experience with your organisation's identity
All features included from day one

Invite your members

Members receive access through your organisation. There is no public signup page. Members are invited directly, which means access is controlled and your organisation manages the rollout at your pace.

You can roll out to the entire organisation at once, or start with a pilot group and expand from there.

Organisation-controlled member access
Flexible rollout (pilot or full deployment)
No app store download required

Members connect their finances

Each member securely connects their own financial data. They can link bank accounts via Australia's Consumer Data Right (CDR), import bank statements, or enter financial details manually. Members maintain full control of their data at all times.

The organisation never sees individual member data. Privacy is absolute.

CDR bank connections (read-only, no passwords shared)
CSV and PDF statement imports
Organisation never accesses individual member data

Real financial outcomes follow

moneymood analyses each member's complete financial picture across over 30 dimensions. It delivers personalised insights, debt strategies, refinancing pathways, and progress tracking. Members get the clarity and guidance they need to make better financial decisions.

The result: reduced financial stress, better decision-making, and measurable improvement in financial health across your organisation.

AI analysis across 30+ financial dimensions
Adviser-backed insights and lending pathways
Debt strategy comparison and refinancing opportunities
Financial progress tracking with velocity metrics
Book a Demo

What is Consumer Data Right?

CDR is Australia's government-backed framework that gives individuals the right to securely share their financial data with accredited services like moneymood.

Government Backed

CDR is established under Australian federal law and administered by the ACCC and OAIC. It is the official framework for secure data sharing in Australia.

Secure by Design

CDR uses secure APIs to transfer data. Banking passwords are never shared. All connections are authorised directly with the bank and can be revoked at any time.

Member Rights Protected

Under CDR, members know exactly what data is shared, how it is used, and who can access it. They can revoke consent and request deletion at any time.

Common questions from organisations

Yes. moneymood is completely free for organisations to offer and free for members to use. All features are included with no licence fees, per-seat pricing, or hidden costs.

No. Member financial data is completely private. Your organisation cannot see, access, or analyse any individual member's financial information. Privacy is absolute and built into the platform architecture.

moneymood uses CDR compliant infrastructure powered by Basiq to securely connect to financial institutions. Bank login credentials are never stored by moneymood. All connections are read only, meaning moneymood can never move or access anyone's money.

Most organisations are up and running within days. We handle the platform configuration, co-branding, and setup. Your team simply sends invitations to members. Members can be active within minutes of receiving their invitation.

moneymood provides financial intelligence, insights, and guidance informed by licensed advisers. It does not provide personal financial advice. For personalised financial advice, members should consult a licensed financial adviser.

Members can still use moneymood by manually entering their financial details or importing bank statements as CSV or PDF files. CDR bank connections are optional but provide the most complete and up to date financial picture.

Ready to support your members' financial wellbeing?

Free for your organisation. Every feature included. We handle the setup.