The Spending Gap Nobody Talks About 💸
You set the goals. They overspend. We help bridge the gap with real-time accountability
Accountability Made Fun 🏦✨
Moneta Lend bridges the gap between plans and actions by offering instant spending feedback and real-time accountability. By connecting their spending accounts to Moneta Lend, your clients can track every transaction and receive personalised insights.
With Moneta Lend, we turn every transaction into a learning moment — from thoughtful nudges to witty roasts — empowering clients to stick to their goals while making financial planning a breeze for advisors like you.
A Win-Win Partnership for You and Your Clients 🚀
Why Partner with Us
Strengthen Client Relationships
Show clients you care about their daily financial habits, not just the big picture.
Drive Real Change
Help clients stick to their spending goals with real-time transaction insights.
Free for Advisors
No fees, no hidden costs. Partner with us to enhance your services for free.
Affordable for Clients
Moneta Lend is just $5 per month when clients sign up through your referral link ($7/month otherwise)
Data You Can Trust
We operate with read-only access — no sensitive information is ever saved or shared.
Accountability in 4 Simple Steps 💡
🛠️ Set Goals Together
Collaborate with your clients to define realistic spending goals tailored to their financial plans.
🔗 Connect Spending Accounts
Clients securely link their accounts to Moneta Lend, enabling us to track their transactions with read-only access.
📊 Track & Learn
Moneta Lend provides real-time feedback on every transaction — from gentle nudges to witty roasts — helping clients build smarter habits.
🎉 Celebrate Progress
Clients see their goals being met while you gain valuable insights to enhance their financial journey.
What Makes Moneta Lend Different? 🌟
Instant Spending Feedback
Personalised comments on every transaction — from helpful tips to witty insights. 💬⚡
Data Security First
We only have read-only access to accounts; no data is stored or shared. 🔒🛡️
Affordable Accountability
Clients pay only $5/month when signing up through your referral link. 🎯💲
Engaging & Effective
By gamifying accountability, clients build better habits without the stress. 🎮📈
Advisor-Client Collaboration
Seamlessly integrate spending goals into your financial planning process. 🤝
Help Clients Master Their Spending Today 💪
Join the growing community of financial advisors using Moneta Lend to create real impact. Sign up today and take your client relationships to the next level — at no cost to you
FAQ
How does Moneta Lend ensure data security?
We operate with read-only access to bank accounts. No sensitive data is stored or shared.
Can I invite multiple clients?
Yes! Easily onboard all your clients with unique referral links.
Does it cost anything for advisors?
No, our platform is completely free for financial advisors.
How much does it cost for clients?
Clients pay $5/month if they sign up through your referral link. Otherwise, it’s $7/month through the app.
We would like to acknowledge the Gadigal people of Eora Nation, as traditional owners of the ancestral lands on which our premises stand. We recognise Aboriginal and Torres Strait Islanders as the first peoples of Australia and pay our respects to their Elders past, present and emerging.
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