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Moneytree Plan: Prosper Sample Report
This is a sample custom report for Moneytree Plan’s Prosper module to highlight many major features.
Alex Long
September 1, 2020
Blogs & Articles
Money Tree is now Moneytree, and a whole lot more!
Announcing some big changes at Moneytree and a product release on September 1, 2020!
Patrick Spencer
August 27, 2020
Blogs & Articles
Alex Long
June 16, 2020
CARES Act Updates Out Now
Changes for the CARES Act have now been released for all programs. The CARES Act was passed in March 2020 to help relieve financial burdens
Alex Long
May 13, 2020
Blogs & Articles
Feature Focus: HSAs in Moneytree Plan
HSAs can now be entered in Moneytree Plan! In the program they will be included in the list of Retirement Plans such as 401k’s, IRAs, Roths, etc.
Alex Long
April 6, 2020
Blogs & Articles
Help Your Financial Planning Clients Maximize Social Security Benefits
Most eligible retirees begin taking Social Security benefits upon reaching age 62, but is that really the best time for your client to start receiving his or her benefit?
Alex Long
March 6, 2020