Enterprise Solutions from Moneytree
Moneytree supports advisory firms looking to scale operations, deepen client relationships, and deliver financial plans with unmatched accuracy and clarity.
Empower Every Advisor & Align Your Entire Firm
If your firm manages high AUM or multiple advisors, you need planning software that can keep up. Moneytree delivers enterprise-ready tools to streamline operations, improve collaboration, and support scalable growth.
Gain efficiency with built-in onboarding, trust our proven calculation engine for accuracy, and manage your team with centralized planning and permission-based controls.
You’ll also get access to Merit, our investment research and analytics platform—helping you add portfolio-level insight to every planning conversation.
Personalized Planning at Any Size
Even as your firm grows, every client deserves a plan that feels personal. Moneytree helps you scale without sacrificing the trust and clarity that drive lasting relationships.
Interactive what-ifs scenarios, clean one-page reports, and consistent outputs help your advisors stay aligned — and your clients feel understood.
Support that Scales with You
From onboarding to ongoing service, our team works with you every step of the way. We’ll help you get up and running quickly and continue to support your growth long term.
Let’s talk about what Moneytree can do for your firm.