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This new application for  ’Money Management’ is intended to be a key service to Safeguard service users, as part of a Safeguarding Plan for Adults. 

It has been designed to enable the Local Authority to work in partnership with service users, their representatives and other agencies to protect the financial interests of vulnerable adults.


Safeguarding those

At risk of Financial Abuse
Unable to manage their financial affairs

 It includes

A complete Money Management software solution for the administration of client finance and case management, for both Appointee and Deputy duties
Monitor income and expenditure
Bank reconciliation
Create and maintain property records
Production of  Deputyship Report for the Office of Public Guardian
Production of standard documents


A service by which service users financial affairs can be managed independently and transparently, with minimum additional cost to the local authority

 At the centre of this Money Management system is a comprehensive client record which includes

Comprehensive personal details
Details of all accounts including individual High Street Bank Accounts and centralised or individual Authority accounts
Income and Expenditure details
Property information
Taking care of pets
Funeral arrangements

 In addition to  a comprehensive range of standard reports, as with all SoftBox products users can

Utilise the Quick Query facility built into our products, to create user-defined SQL Queries
Use external report writing tools such as Crystal Reports and Business Objects
Download data from standard reports to Excel for further analysis