Moneytree Insights
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New guidebook: Secure, A modern guide to data sovereignty
Learn why data ownership, transparency, and advisor-first technology are becoming increasingly important for today’s financial planners.
How to migrate your client data into Moneytree Elite or Essential
Interested in upgrading to the latest Moneytree Elite and Essential products but worried about the time it takes to migrate your clients’ data? If you currently use one
Closing 2025 with clarity, security, and gratitude
As we close out 2025, many advisors are reflecting on how rapidly the industry continues to shift. New technology has brought incredible efficiency and opportunity this
Getting to know Kelly Kass, content specialist
Before joining Moneytree, Kelly Kass developed a strong foundation as a writer and researcher, with a master’s degree in history and years of experience learning
From worry to wisdom: Helping clients shift their money mindset with planning software
A client walks into a meeting carrying far more than a folder of statements—they bring fear, uncertainty, and the weight of “what if?” “What if
A season of gratitude: What Moneytree is thankful for in 2025
As Thanksgiving approaches, we’re reflecting on the milestones and partnerships that defined our year. Everything we build is rooted in helping advisors strengthen their client
Talking about risk: Tools that help advisors explain volatility
Volatility can shake even the most confident clients, which is why strong investment risk communication has become a core part of an advisor’s value. Moneytree’s planning tools
Moneytree ranked #1 in overall satisfaction in the 2025 Kitces AdvisorTech Study
Moneytree has been recognized as the top-rated financial planning software in the 2025 Kitces AdvisorTech Study, earning the #1 ranking in overall satisfaction (9.0) —
Where planning becomes partnership: Abacus’s collaborative approach with Moneytree
At Abacus Planning Group, financial planning isn’t a one-time report, it’s an ongoing conversation. The Columbia-based RIA has built its reputation on helping clients understand
Turning Intake into Engagement from Day One with Automated Onboarding Tools
The first days of a client relationship set the tone for everything that follows. Onboarding a new client is as much about collecting important information