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Blogs & Articles

Why we say “Fulfilling Legacies”

You may have noticed that Moneytree has begun using a new tagline in our marketing materials – Fulfilling Legacies. The change reflects our deep respect and admiration for financial planners and advisers and the very personal work you do. We are incredibly grateful for the opportunity to work alongside you, and it is our promise to give you the tools you need to help your clients fulfill their legacies.

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The Moneytree and Albridge integration is back!

The Moneytree integration with Albridge has returned under a new name, Pershing X. On March 14, Moneytree released an updated integration that will allow advisors to pull in their client investment data from Pershing X.

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Blogs & Articles

Preserving Quality of Life for People with Special Needs

Special Needs Map is a tool that helps financial professionals and attorneys to work primarily with parents to forecast the financial requirements of their children with special needs. This valuable resource is now available to users of Moneytree software.

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