Build Financial Plans You Can Trust.

Financial planning software that provides reliable results for you and your clients.

Life is hard.
Financial planning shouldn't have to be.

You need a financial planning solution that doesn’t further complicate the complicated. Moneytree delivers plans you can trust so that you can focus on what matters: building relationships with your clients.


Engage your clients with customizable reportsdocument sharing, and online access to include them in the process.


Grow your clients’ confidence with a plan that gives an accurate roadmap, backed by easy-to-follow audit trails, to reach their goals.


Refine the plan you’ve created for your clients and make adjustments as lifestyles and goals change.

“I’ve spent countless hours building financial plans using different planning software. Moneytree is on another level when it comes to customization, detail, and accuracy. Our clients often thank us for our attention to detail when it comes to their financial plans, and it’s all thanks to Moneytree.”

Kevin M., CFP®, EA, Medicus Wealth Planning

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Find out what Moneytree Plan® or Moneytree Advise® can do for you.

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Create Plans You Can Trust

No more number-crunching and more time building relationships.

Laurie Nardone

“If financial planning is at the core of what you do, which it is for us, Moneytree is the most reliable program and really allows me to tailor my assumptions with customizations. It helps me believe in the integrity of the data in the plans that I’m creating for my clients.”

Laurie Nardone, Managing Principal, Shira Ridge Wealth Management

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Begin planning today using financial planning software for top advisors and growing firms.