Engage clients, change lives
Get high-impact planning software designed for fulfilling legacies.
You made a promise to your clients
Moneytree helps you keep it.
Your clients have worked hard, saved, and invested, all in the hope of creating a brighter future for themselves and those around them.
And they trust you to get them there.
With the most accurate calculation engine on the market, Moneytree lets you engage clients, assess finances quickly, and develop comprehensive plans to realize dreams, together.
Plans for when cash flow matters
Americans are no longer waiting for their Golden Years to live their best lives. Empower your clients to enjoy the present while preparing to retire comfortably.
Simplify the experience for you and your clients
Moneytree excels in making the complex simple. Our software gives you the resources you need to interpret current situations and explain future possibilities in a way that your clients can understand.
Build trust with unparalleled accuracy
Establishing trust stems from accuracy. With Moneytree, you can trust the numbers you’re sharing with clients thanks to the strongest calculation engine on the market.
Consolidate your work in one program
With Moneytree, you don’t have to buy and work from separate, disconnected tools.
Moneytree has the comprehensive planning capabilities you need to meet every client’s financial objectives. And you can do it all in one location, while working faster and with fewer frustrations.
- Business ownership
- Education planning
- Estate planning
- Life insurance analysis
- Retirement distribution
- Rental real estate
- Risk assessment
- Roth conversion
- Social Security review
- Tax preparation
Win clients, make raving fans
Moneytree makes it easier for you to go the extra mile, with features that are certain to impress.
Our reports offer detailed narrative summaries, graphical and visual representation and exhaustive cross-reference capability for you to convey the important details of every plan. A one-page summary option focuses client awareness on areas that need the most attention.
Today’s consumers want on-demand, digital access to their financial information. Moneytree delivers with an easy-to-use client portal.
With account aggregation, your client portal becomes the place for your client to get a picture of their entire financial situation, from banking to insurance.
Engaging your clients in the creation of their plan can help them learn and understand their financial models. The What-If tool lets the client test different scenarios.
While most our competitors top out at 1,000 simulation trials in their Monte Carlo, Moneytree runs 10,000. That means your clients can have even more confidence.
Two solutions united by accuracy
Plan for anything with
Moneytree Plan®
Plan is our comprehensive package. It offers cash-flow based planning, and it’s perfect for established planners and advisors holding a diverse book of business.
Grow together with Moneytree Advise®
Advise is our streamlined package. It uses assumptions and goal-based planning and is perfect advisors who need to grow their business while their clients grow their wealth.
Start planning now!
Begin planning today using financial planning software for top advisors and growing firms.
Find the solution that's right for you
Plan for anything with Moneytree Plan®
Our comprehensive package offers cash-flow based planning, and it’s perfect for established professionals holding a diverse book of business.
Grow together with Moneytree Advise®
Our streamlined package uses assumptions and goal-based planning. It is perfect for professionals who need to grow their business while clients grow their wealth.
Start planning now!
Begin planning today using financial planning software for top advisors and growing firms.
We’re here for the independent
planners and advisors
