Build Financial Plans You Can Trust.
Financial planning software that provides reliable results for you and your clients.
“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
Here For You Every Step of the Way
As you get started with your free trial account, you’ll have access to customized demos for groups and individuals, as well as, personalized onboarding.
One of our Client Success team members will walk you through initial setup that includes:
- Administrative Setup
- Personal Branding
- Client Access Portal
- Account Aggregation
“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
Helpful Resources for Financial Advisors
Why we say “Fulfilling Legacies”
You may have noticed that Moneytree has begun using a new tagline in our marketing materials – Fulfilling Legacies. The change reflects our deep respect and admiration for financial planners and advisers and the very personal work you do. We are incredibly grateful for the opportunity to work alongside you, and it is our promise to give you the tools you need to help your clients fulfill their legacies.
Preserving Quality of Life for People with Special Needs
Special Needs Map is a tool that helps financial professionals and attorneys to work primarily with parents to forecast the financial requirements of their children with special needs. This valuable resource is now available to users of Moneytree software.
Could Subscription-Based Financial Planning be the Best Solution for Advisors Moving Forward?
What are the main benefits of a subscription-based financial planning pricing structure? Why would advisors consider it?
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