Time for a change
Build better relationships with a new platform that is accurate, comprehensive, and transparent.
Moneytree’s new financial planning platform is the premier solution for advisors who value relationships and want to grow a business built on understanding.
The reviews are in
Read what people are saying about the new Moneytree
Is the new Moneytree right for you?
You prioritize relationships
Research shows that more than 50 percent of clients want more outreach from their advisor.
Collaborate with clients by sharing award-winning visual reports, analytics, and interactive tools that make their financial health and plans easier to understand than ever.
You value accuracy and transparency
Build relationships on trust and integrity with the only software that lets your clients see how you arrived at your answers.
You want a comprehensive platform
Your passion is planning. You’re motivated by helping clients realize their dreams across their entire wealth journey and you need the specialized tools to get it done in one streamlined package.
- Business ownership
- Education planning
- Estate planning
- Life insurance analysis
- Retirement distribution
- Rental real estate
- Risk assessment
- Roth conversion
- Social Security review
- Tax preparation
- Options planning
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.
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.