Our mission is to deliver the most desired financial planning platform for advisors to make great things happen for their clients.
Each client has a dream—a dream to create a life of meaning and purpose. And they trust you to guide and protect them on their journey. In turn, you need technology that’s up to the task, that’s as powerful as you are passionate, and that inspires confidence with undeniable accuracy.
We built Moneytree so that you can empower your clients to achieve more and to create a brighter future for themselves and for those around them. Our mission is like yours—we believe in making great things happen for other people.
A fintech veteran with the courage of a startup
Founded in 1981, we’ve been developing financial planning solutions for over 40 years, and we’re continuously refining our software to grow your business and be the trusted advisor for your clients. Our experience serving financial and wealth professionals results in the most accurate calculation engine on the market that financial planning and wealth management industry advisors can trust.
Accutech Systems Corporation welcomed us to their family in 2019 to be part of a comprehensive wealth management and financial services platform. We are proud to offer integrations to Cheetah™ and align with the Accutech Systems Corporation family with proven value in the Fintech industry.
High client satisfaction rates
We are always listening to our clients to:
- Develop innovative solutions that help create financial freedom.
- Simplify financial planning complexity with intuitive design and accurate insights.
- Deliver an amazing user experience for you, the advisor, and your clients.
Our commitment to excellence and services is why we have one of the highest client satisfaction rates in the industry.