We’re excited to announce the official launch of Moneytree Essential, a streamlined, goals-based financial planning platform designed to elevate your practice.
Essential empowers advisors to deliver personalized, high-impact advice by focusing on their clients’ goals while simplifying the planning process, Moneytree Managing Director Patrick Spencer said.
“Essential blends streamlined workflows with comprehensive insights,” Spencer said. “We’ve simplified data entry and improved integrations, but the platform still provides the depth and accuracy advisors need to meet their clients’ unique goals.”
Key benefits that set Essential apart
- Seamless integrations: Essential connects directly with top platforms like Schwab, Redtail, and Albridge. Now advisors can focus on what really matters: working with their clients.
- Live scenario analysis: With Essential, advisors can run real-time scenarios and adjust variables on the fly. This makes it easier to demonstrate the impact of decisions to clients, according to Moneytree Software Product Manager Matt Garrett.
“Advisors told us they wanted something flexible,” Garrett said. “Now they can work alongside their clients during meetings and provide instant feedback.” - Streamlined goals-based planning: Essential was built specifically for goals-based planning, helping advisors tailor plans to their clients’ specific objectives. Whether it’s planning for retirement, debt reduction, or long-term financial security, Essential provides the clarity and structure advisors need to create actionable plans.
- Enhanced user interface: Essential’s sleek, modern interface makes navigating and managing plans faster than ever.
“It’s not just about aesthetics,” Garrett said. “It’s about making sure advisors can do their work efficiently and confidently.”
Empowering advisors and clients
At its core, Essential helps advisors put their clients’ goals at the center of the financial planning process.
By simplifying workflows and providing real-time results, Essential fosters stronger, more collaborative relationships.
“Advisors can now display plans on a screen and work through them live with their clients,” Spencer explained. “It’s all about giving them options to work how they want.”
Don’t miss our webinar on February 6 at 3 p.m. EST, where Managing Director Patrick Spencer and Product Manager Matt Garrett will walk you through Essential’s features, demo the platform, and answer your questions.
Ready to experience the future of financial planning? Start your FREE 14-day trial of Moneytree Essential today and discover how it can transform your practice.
